Main Street Financial Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
175,498
-5,679
| -3% | -$466K | 1.05% | 20 |
|
|
2025
Q1 | $14.4M | Buy |
181,177
+9,964
| +6% | +$791K | 1.25% | 14 |
|
|
2024
Q4 | $13.3M | Buy |
171,213
+7,922
| +5% | +$616K | 1.31% | 15 |
|
|
2024
Q3 | $12.8M | Buy |
163,291
+7,829
| +5% | +$615K | 1.18% | 15 |
|
|
2024
Q2 | $11.3M | Buy |
155,462
+6,869
| +5% | +$500K | 1.07% | 17 |
|
|
2024
Q1 | $10.7M | Sell |
148,593
-31,844
| -18% | -$2.3M | 1.15% | 15 |
|
|
2023
Q4 | $12M | Sell |
180,437
-322
| -0.2% | -$21.4K | 1.55% | 11 |
|
|
2023
Q3 | $11.1M | Buy |
180,759
+350
| +0.2% | +$21.5K | 1.57% | 11 |
|
|
2023
Q2 | $11.5M | Buy |
180,409
+3,728
| +2% | +$237K | 1.55% | 11 |
|
|
2023
Q1 | $10.9M | Buy |
176,681
+4,650
| +3% | +$288K | 1.6% | 10 |
|
|
2022
Q4 | $10.7M | Buy |
172,031
+5,858
| +4% | +$363K | 1.68% | 10 |
|
|
2022
Q3 | $9.31M | Buy |
166,173
+8,269
| +5% | +$463K | 1.53% | 11 |
|
|
2022
Q2 | $9.37M | Buy |
+157,904
| New | +$9.37M | 1.21% | 21 |
|