Mason Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Hold |
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|
2025
Q4 | $329K | Hold |
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|
2025
Q3 | $325K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $296K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $740K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $739K | Buy |
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|
2021
Q1 | $701K | Buy |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $794K | Buy |
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|
2019
Q3 | $738K | Buy |
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|
2019
Q2 | $715K | Buy |
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|
2019
Q1 | $690K | Buy |
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