Mariner’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
$1.88M Buy
22,863
+7,369
+48% +$605K ﹤0.01% 1375
2025
Q1
$1.23M Sell
15,494
-239
-2% -$19K ﹤0.01% 1551
2024
Q4
$1.22M Sell
15,733
-576
-4% -$44.8K ﹤0.01% 1516
2024
Q3
$1.28M Buy
16,309
+1,724
+12% +$135K ﹤0.01% 1439
2024
Q2
$1.06M Sell
14,585
-3,678
-20% -$268K ﹤0.01% 1468
2024
Q1
$1.32M Sell
18,263
-2
-0% -$144 ﹤0.01% 1330
2023
Q4
$1.21M Sell
18,265
-2,229
-11% -$148K ﹤0.01% 1309
2023
Q3
$1.26M Buy
20,494
+161
+0.8% +$9.9K ﹤0.01% 1204
2023
Q2
$1.29M Buy
20,333
+1,479
+8% +$94.1K ﹤0.01% 1158
2023
Q1
$1.17M Buy
18,854
+1,454
+8% +$89.9K ﹤0.01% 1198
2022
Q4
$1.08M Buy
17,400
+88
+0.5% +$5.45K ﹤0.01% 1202
2022
Q3
$957K Buy
17,312
+202
+1% +$11.2K ﹤0.01% 1075
2022
Q2
$1.01M Sell
17,110
-4,274
-20% -$253K ﹤0.01% 901
2022
Q1
$1.41M Buy
21,384
+2,920
+16% +$192K 0.01% 834
2021
Q4
$1.22M Sell
18,464
-3,252
-15% -$215K 0.01% 777
2021
Q3
$1.3M Sell
21,716
-826
-4% -$49.3K 0.01% 631
2021
Q2
$1.36M Buy
+22,542
New +$1.36M 0.01% 586
2016
Q4
Sell
-2,144
Closed -$83K 602
2016
Q3
$83K Buy
+2,144
New +$83K ﹤0.01% 615