Marion Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Hold |
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|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $381K | Hold |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $359K | Buy |
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