Meridian Financial Partners’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 | $3.07M | Hold |
37,314
| – | – | 1.44% | 15 |
|
|
2025
Q1 | $2.96M | Sell |
37,314
-883
| -2% | -$70.1K | 1.5% | 14 |
|
|
2024
Q4 | $2.97M | Buy |
38,197
+173
| +0.5% | +$13.5K | 1.57% | 14 |
|
|
2024
Q3 | $2.99M | Buy |
38,024
+137
| +0.4% | +$10.8K | 1.51% | 13 |
|
|
2024
Q2 | $2.84M | Sell |
37,887
-136
| -0.4% | -$10.2K | 1.69% | 11 |
|
|
2024
Q1 | $2.61M | Sell |
38,023
-2,154
| -5% | -$148K | 3.36% | 6 |
|
|
2023
Q4 | $2.66M | Sell |
40,177
-1,226
| -3% | -$81.1K | 2.73% | 11 |
|
|
2023
Q3 | $2.53M | Sell |
41,403
-1,044
| -2% | -$63.9K | 2.59% | 8 |
|
|
2023
Q2 | $2.76M | Sell |
42,447
-5,373
| -11% | -$350K | 1.66% | 14 |
|
|
2023
Q1 | $3.02M | Sell |
47,820
-71
| -0.1% | -$4.48K | 3.42% | 9 |
|
|
2022
Q4 | $2.96M | Sell |
47,891
-2,041
| -4% | -$126K | 3.33% | 8 |
|
|
2022
Q3 | $2.81M | Sell |
49,932
-6,893
| -12% | -$388K | 3.99% | 7 |
|
|
2022
Q2 | $3.47M | Sell |
56,825
-50,442
| -47% | -$3.08M | 2.35% | 11 |
|
|
2022
Q1 | $7.05M | Sell |
107,267
-40,149
| -27% | -$2.64M | 10.52% | 2 |
|
|
2021
Q4 | $9.56M | Buy |
147,416
+1,944
| +1% | +$126K | 6.47% | 3 |
|
|
2021
Q3 | $8.8M | Buy |
145,472
+4,254
| +3% | +$257K | 5.91% | 5 |
|
|
2021
Q2 | $8.57M | Buy |
141,218
+4,076
| +3% | +$247K | 5.85% | 5 |
|
|
2021
Q1 | $8.1M | Buy |
137,142
+2,236
| +2% | +$132K | 6.1% | 5 |
|
|
2020
Q4 | $7.38M | Buy |
134,906
+2,114
| +2% | +$116K | 5.7% | 6 |
|
|
2020
Q3 | $6.49M | Buy |
132,792
+442
| +0.3% | +$21.6K | 5.47% | 5 |
|
|
2020
Q2 | $6.28M | Buy |
132,350
+1,608
| +1% | +$76.3K | 5.69% | 5 |
|
|
2020
Q1 | $5.87M | Buy |
130,742
+388
| +0.3% | +$17.4K | 6.34% | 4 |
|
|
2019
Q4 | $6.9M | Buy |
130,354
+3,452
| +3% | +$183K | 6.91% | 4 |
|
|
2019
Q3 | $6.09M | Buy |
126,902
+2,382
| +2% | +$114K | 6.83% | 4 |
|
|
2019
Q2 | $6.13M | Buy |
124,520
+692
| +0.6% | +$34.1K | 6.85% | 4 |
|
|
2019
Q1 | $5.97M | Buy |
123,828
+452
| +0.4% | +$21.8K | 6.76% | 4 |
|
|
2018
Q4 | $5.21M | Buy |
+123,376
| New | +$5.21M | 7.01% | 4 |
|