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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Sell |
30,823
-855
| -3% | -$77.7K | 0.06% | 175 |
|
|
2025
Q4 | $2.79M | Sell |
31,678
-432
| -1% | -$37.7K | 0.06% | 176 |
|
|
2025
Q3 | $2.79M | Sell |
32,110
-1,576
| -5% | -$133K | 0.06% | 177 |
|
|
2025
Q2 | $2.77M | Sell |
33,686
-264
| -0.8% | -$20.6K | 0.06% | 177 |
|
|
2025
Q1 | $2.69M | Sell |
33,950
-1,802
| -5% | -$144K | 0.07% | 160 |
|
|
2024
Q4 | $2.78M | Sell |
35,752
-462
| -1% | -$36.8K | 0.07% | 152 |
|
|
2024
Q3 | $2.84M | Sell |
36,214
-2,357
| -6% | -$178K | 0.07% | 147 |
|
|
2024
Q2 | $2.81M | Sell |
38,571
-1,151
| -3% | -$81.9K | 0.08% | 141 |
|
|
2024
Q1 | $2.87M | Sell |
39,722
-695
| -2% | -$47.7K | 0.08% | 142 |
|
|
2023
Q4 | $2.68M | Hold |
40,417
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $2.49M | Sell |
40,417
-121
| -0.3% | -$7.72K | 0.09% | 114 |
|
|
2023
Q2 | $2.58M | Sell |
40,538
-120
| -0.3% | -$7.44K | 0.1% | 109 |
|
|
2023
Q1 | $2.52M | Sell |
40,658
-940
| -2% | -$58.3K | 0.11% | 110 |
|
|
2022
Q4 | $2.58M | Buy |
41,598
+1,370
| +3% | +$83.6K | 0.12% | 105 |
|
|
2022
Q3 | $2.22M | Sell |
40,228
-2,507
| -6% | -$152K | 0.12% | 107 |
|
|
2022
Q2 | $2.53M | Sell |
42,735
-235
| -0.5% | -$14.8K | 0.13% | 94 |
|
|
2022
Q1 | $2.82M | Sell |
42,970
-14,496
| -25% | -$939K | 0.13% | 90 |
|
|
2021
Q4 | $3.79M | Hold |
57,466
| – | – | 0.17% | 69 |
|
|
2021
Q3 | $3.43M | Sell |
57,466
-130
| -0.2% | -$8.01K | 0.18% | 69 |
|
|
2021
Q2 | $3.46M | Sell |
57,596
-3,532
| -6% | -$211K | 0.18% | 64 |
|
|
2021
Q1 | $3.5M | Sell |
61,128
-10,574
| -15% | -$581K | 0.2% | 60 |
|
|
2020
Q4 | $3.85M | Sell |
71,702
-7,004
| -9% | -$359K | 0.24% | 53 |
|
|
2020
Q3 | $3.82M | Buy |
78,706
+1,480
| +2% | +$71.9K | 0.29% | 49 |
|
|
2020
Q2 | $3.59M | Buy |
77,226
+5,396
| +8% | +$243K | 0.31% | 47 |
|
|
2020
Q1 | $2.91M | Buy |
71,830
+11,162
| +18% | +$547K | 0.32% | 44 |
|
|
2019
Q4 | $3.21M | Buy |
60,668
+524
| +0.9% | +$26.7K | 0.31% | 49 |
|
|
2019
Q3 | $2.98M | Sell |
60,144
-240
| -0.4% | -$11.7K | 0.32% | 49 |
|
|
2019
Q2 | $2.93M | Sell |
60,384
-820
| -1% | -$39.1K | 0.33% | 47 |
|
|
2019
Q1 | $2.88M | Sell |
61,204
-6,780
| -10% | -$308K | 0.33% | 44 |
|
|
2018
Q4 | $2.87M | Sell |
67,984
-1,390
| -2% | -$62.9K | 0.38% | 40 |
|
|
2018
Q3 | $3.31M | Sell |
69,374
-28,310
| -29% | -$1.33M | 0.44% | 35 |
|
|
2018
Q2 | $4.38M | Sell |
97,684
-2,754
| -3% | -$124K | 0.65% | 24 |
|
|
2018
Q1 | $4.44M | Sell |
100,438
-1,652
| -2% | -$76.1K | 0.72% | 20 |
|
|
2017
Q4 | $4.7M | Sell |
102,090
-6,270
| -6% | -$281K | 0.81% | 21 |
|
|
2017
Q3 | $4.71M | Sell |
108,360
-5,838
| -5% | -$249K | 0.86% | 20 |
|
|
2017
Q2 | $4.8M | Sell |
114,198
-1,100
| -1% | -$46K | 0.91% | 19 |
|
|
2017
Q1 | $4.78M | Sell |
115,298
-9,582
| -8% | -$393K | 0.93% | 19 |
|
|
2016
Q4 | $4.99M | Sell |
124,880
-38,118
| -23% | -$1.48M | 0.99% | 18 |
|
|
2016
Q3 | $6.28M | Buy |
162,998
+3,228
| +2% | +$125K | 1.52% | 16 |
|
|
2016
Q2 | $6.05M | Sell |
159,770
-2,668
| -2% | -$98.7K | 1.61% | 14 |
|
|
2016
Q1 | $5.96M | Buy |
162,438
+2,666
| +2% | +$92.5K | 1.61% | 16 |
|
|
2015
Q4 | $5.68M | Buy |
159,772
+308
| +0.2% | +$11K | 1.6% | 15 |
|
|
2015
Q3 | $5.37M | Buy |
159,464
+4,910
| +3% | +$174K | 1.62% | 14 |
|
|
2015
Q2 | $5.66M | Buy |
+154,554
| New | +$5.75M | 1.94% | 12 |
|
Other funds holding DLN
GVAG
TC