Manhattan West Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,718
Closed -$485K 148
2024
Q1
$485K Hold
6,718
0.12% 102
2023
Q4
$446K Hold
6,718
0.13% 99
2023
Q3
$404K Hold
6,718
0.12% 106
2023
Q2
$427K Sell
6,718
-142
-2% -$8.81K 0.16% 97
2023
Q1
$424K Hold
6,860
0.18% 93
2022
Q4
$425K Hold
6,860
0.22% 84
2022
Q3
$379K Hold
6,860
0.23% 80
2022
Q2
$405K Hold
6,860
0.24% 81
2022
Q1
$451K Hold
6,860
0.24% 78
2021
Q4
$453K Buy
+6,860
New +$434K 0.27% 71

Other funds holding DLN