Mission Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
|
|||||
|
2025
Q1 | $2.69M | Sell |
|
|||||
|
2024
Q4 | $2.78M | Sell |
|
|||||
|
2024
Q3 | $2.84M | Sell |
|
|||||
|
2024
Q2 | $2.81M | Sell |
|
|||||
|
2024
Q1 | $2.87M | Sell |
|
|||||
|
2023
Q4 | $2.68M | Hold |
|
|||||
|
2023
Q3 | $2.49M | Sell |
|
|||||
|
2023
Q2 | $2.58M | Sell |
|
|||||
|
2023
Q1 | $2.52M | Sell |
|
|||||
|
2022
Q4 | $2.58M | Buy |
|
|||||
|
2022
Q3 | $2.22M | Sell |
|
|||||
|
2022
Q2 | $2.53M | Sell |
|
|||||
|
2022
Q1 | $2.82M | Sell |
|
|||||
|
2021
Q4 | $3.79M | Hold |
|
|||||
|
2021
Q3 | $3.43M | Sell |
|
|||||
|
2021
Q2 | $3.46M | Sell |
|
|||||
|
2021
Q1 | $3.5M | Sell |
|
|||||
|
2020
Q4 | $3.85M | Sell |
|
|||||
|
2020
Q3 | $3.82M | Buy |
|
|||||
|
2020
Q2 | $3.59M | Buy |
|
|||||
|
2020
Q1 | $2.91M | Buy |
|
|||||
|
2019
Q4 | $3.21M | Buy |
|
|||||
|
2019
Q3 | $2.98M | Sell |
|
|||||
|
2019
Q2 | $2.93M | Sell |
|
|||||
|
2019
Q1 | $2.88M | Sell |
|
|||||
|
2018
Q4 | $2.87M | Sell |
|
|||||
|
2018
Q3 | $3.31M | Sell |
|
|||||
|
2018
Q2 | $4.38M | Sell |
|
|||||
|
2018
Q1 | $4.44M | Sell |
|
|||||
|
2017
Q4 | $4.7M | Sell |
|
|||||
|
2017
Q3 | $4.71M | Sell |
|
|||||
|
2017
Q2 | $4.8M | Sell |
|
|||||
|
2017
Q1 | $4.78M | Sell |
|
|||||
|
2016
Q4 | $4.99M | Sell |
|
|||||
|
2016
Q3 | $6.28M | Buy |
|
|||||
|
2016
Q2 | $6.05M | Sell |
|
|||||
|
2016
Q1 | $5.96M | Buy |
|
|||||
|
2015
Q4 | $5.68M | Buy |
|
|||||
|
2015
Q3 | $5.37M | Buy |
|
|||||
|
2015
Q2 | $5.66M | Buy |
|