Mitchell McLeod Pugh & Williams’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 | $448K | Hold |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $429K | Hold |
|
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|
2024
Q2 | $397K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $317K | Buy |
|