Marion Wealth Management’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 | $404K | Hold |
4,924
| – | – | 0.1% | 97 |
|
|
2025
Q1 | $391K | Buy |
4,924
+30
| +0.6% | +$2.38K | 0.1% | 93 |
|
|
2024
Q4 | $381K | Hold |
4,894
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $384K | Hold |
4,894
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $356K | Buy |
4,894
+183
| +4% | +$13.3K | 0.1% | 98 |
|
|
2024
Q1 | $340K | Hold |
4,711
| – | – | 0.1% | 101 |
|
|
2023
Q4 | $313K | Hold |
4,711
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $290K | Hold |
4,711
| – | – | 0.1% | 99 |
|
|
2023
Q2 | $300K | Hold |
4,711
| – | – | 0.11% | 93 |
|
|
2023
Q1 | $291K | Hold |
4,711
| – | – | 0.11% | 90 |
|
|
2022
Q4 | $292K | Buy |
4,711
+1,051
| +29% | +$65.1K | 0.12% | 89 |
|
|
2022
Q3 | $202K | Sell |
3,660
-1,790
| -33% | -$98.8K | 0.1% | 99 |
|
|
2022
Q2 | $322K | Buy |
5,450
+12
| +0.2% | +$709 | 0.17% | 89 |
|
|
2022
Q1 | $357K | Buy |
5,438
+8
| +0.1% | +$525 | 0.17% | 81 |
|
|
2021
Q4 | $359K | Buy |
+5,430
| New | +$359K | 0.17% | 84 |
|