MidAtlantic Capital 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 | $3.55M | Buy |
43,271
+4,534
| +12% | +$372K | 2.52% | 12 |
|
|
2025
Q1 | $3.07M | Buy |
38,737
+9,139
| +31% | +$725K | 2.42% | 13 |
|
|
2024
Q4 | $2.3M | Buy |
29,598
+1,057
| +4% | +$82.2K | 1.69% | 16 |
|
|
2024
Q3 | $2.24M | Buy |
28,541
+8,586
| +43% | +$675K | 1.64% | 17 |
|
|
2024
Q2 | $1.45M | Buy |
19,955
+4,363
| +28% | +$317K | 1.22% | 20 |
|
|
2024
Q1 | $1.13M | Buy |
15,592
+5,541
| +55% | +$400K | 0.99% | 22 |
|
|
2023
Q4 | $667K | Buy |
+10,051
| New | +$667K | 0.65% | 40 |
|