Meridian Financial Partners’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 | $3.24M | Hold |
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|
2025
Q2 | $3.06M | Hold |
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|
2025
Q1 | $2.96M | Sell |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.99M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $7.05M | Sell |
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|
2021
Q4 | $9.56M | Buy |
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|
2021
Q3 | $8.8M | Buy |
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|
2021
Q2 | $8.57M | Buy |
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|
2021
Q1 | $8.1M | Buy |
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|
2020
Q4 | $7.38M | Buy |
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|
2020
Q3 | $6.49M | Buy |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $5.87M | Buy |
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|
2019
Q4 | $6.9M | Buy |
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|
2019
Q3 | $6.09M | Buy |
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|
2019
Q2 | $6.13M | Buy |
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|
2019
Q1 | $5.97M | Buy |
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|
2018
Q4 | $5.21M | Buy |
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