Modera Wealth 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 | $498K | Sell |
6,057
-109
| -2% | -$8.95K | 0.01% | 448 |
|
|
2025
Q1 | $489K | Hold |
6,166
| – | – | 0.01% | 444 |
|
|
2024
Q4 | $480K | Sell |
6,166
-171
| -3% | -$13.3K | 0.01% | 448 |
|
|
2024
Q3 | $498K | Hold |
6,337
| – | – | 0.01% | 414 |
|
|
2024
Q2 | $461K | Hold |
6,337
| – | – | 0.01% | 406 |
|
|
2024
Q1 | $457K | Hold |
6,337
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $421K | Hold |
6,337
| – | – | 0.01% | 400 |
|
|
2023
Q3 | $390K | Sell |
6,337
-7,989
| -56% | -$491K | 0.01% | 397 |
|
|
2023
Q2 | $911K | Buy |
+14,326
| New | +$911K | 0.02% | 306 |
|