Marino Stram & Associates’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 | $253K | Hold |
3,076
| – | – | 0.05% | 157 |
|
2025
Q1 | $244K | Hold |
3,076
| – | – | 0.05% | 147 |
|
2024
Q4 | $239K | Hold |
3,076
| – | – | 0.05% | 155 |
|
2024
Q3 | $242K | Hold |
3,076
| – | – | 0.05% | 155 |
|
2024
Q2 | $224K | Hold |
3,076
| – | – | 0.05% | 154 |
|
2024
Q1 | $222K | Hold |
3,076
| – | – | 0.05% | 162 |
|
2023
Q4 | $204K | Buy |
+3,076
| New | +$204K | 0.05% | 163 |
|