Merit Financial Group’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 | $967K | Buy |
11,770
+95
| +0.8% | +$7.8K | 0.01% | 805 |
|
|
2025
Q1 | $927K | Buy |
11,675
+4,127
| +55% | +$328K | 0.01% | 678 |
|
|
2024
Q4 | $587K | Sell |
7,548
-714
| -9% | -$55.5K | 0.01% | 665 |
|
|
2024
Q3 | $649K | Buy |
8,262
+589
| +8% | +$46.3K | 0.01% | 506 |
|
|
2024
Q2 | $558K | Sell |
7,673
-63
| -0.8% | -$4.58K | 0.01% | 555 |
|
|
2024
Q1 | $540K | Sell |
7,736
-8,378
| -52% | -$585K | 0.01% | 553 |
|
|
2023
Q4 | $1.07M | Buy |
+16,114
| New | +$1.07M | 0.03% | 296 |
|
|
2020
Q2 | – | Sell |
-5,106
| Closed | -$207K | – | 221 |
|
|
2020
Q1 | $207K | Buy |
+5,106
| New | +$207K | 0.02% | 202 |
|