Midland Wealth Advisors’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 | $631K | Sell |
7,683
-31
| -0.4% | -$2.55K | 0.03% | 102 |
|
|
2025
Q1 | $612K | Sell |
7,714
-261
| -3% | -$20.7K | 0.04% | 114 |
|
|
2024
Q4 | $620K | Sell |
7,975
-318
| -4% | -$24.7K | 0.04% | 118 |
|
|
2024
Q3 | $651K | Sell |
8,293
-934
| -10% | -$73.4K | 0.04% | 120 |
|
|
2024
Q2 | $671K | Sell |
9,227
-176
| -2% | -$12.8K | 0.04% | 117 |
|
|
2024
Q1 | $679K | Sell |
9,403
-443
| -4% | -$32K | 0.04% | 115 |
|
|
2023
Q4 | $654K | Buy |
+9,846
| New | +$654K | 0.04% | 116 |
|