Moisand Fitzgerald Tamayo’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 | $465K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $441K | Hold |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $304K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $251K | Hold |
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|
2017
Q4 | $261K | Hold |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $235K | Hold |
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|
2016
Q4 | $226K | Hold |
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|
2016
Q3 | $218K | Hold |
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|
2016
Q2 | $215K | Hold |
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|
2016
Q1 | $208K | Hold |
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|
2015
Q4 | $201K | Buy |
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