Mesirow Financial Investment Management’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 | $970K | Sell |
11,811
-11,811
| -50% | -$970K | 0.02% | 266 |
|
|
2025
Q1 | $1.87M | Buy |
23,622
+11,811
| +100% | +$937K | 0.04% | 198 |
|
|
2024
Q4 | $919K | Sell |
11,811
-12,071
| -51% | -$939K | 0.02% | 275 |
|
|
2024
Q3 | $1.88M | Buy |
23,882
+11,942
| +100% | +$938K | 0.04% | 203 |
|
|
2024
Q2 | $869K | Sell |
11,940
-198
| -2% | -$14.4K | 0.02% | 263 |
|
|
2024
Q1 | $876K | Buy |
12,138
+1,414
| +13% | +$102K | 0.02% | 270 |
|
|
2023
Q4 | $712K | Buy |
+10,724
| New | +$712K | 0.03% | 258 |
|