MWP
Moller Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Sell |
92,805
-551
| -0.6% | -$45.3K | 1.68% | 19 |
|
|
2025
Q1 | $7.41M | Sell |
93,356
-1,250
| -1% | -$99.2K | 1.83% | 19 |
|
|
2024
Q4 | $7.36M | Sell |
94,606
-1,337
| -1% | -$104K | 1.94% | 17 |
|
|
2024
Q3 | $7.54M | Sell |
95,943
-275
| -0.3% | -$21.6K | 1.88% | 19 |
|
|
2024
Q2 | $7M | Sell |
96,218
-1,314
| -1% | -$95.6K | 1.87% | 20 |
|
|
2024
Q1 | $7.04M | Sell |
97,532
-3,815
| -4% | -$275K | 1.91% | 20 |
|
|
2023
Q4 | $6.73M | Buy |
101,347
+131
| +0.1% | +$8.7K | 1.9% | 20 |
|
|
2023
Q3 | $6.22M | Sell |
101,216
-1,982
| -2% | -$122K | 1.98% | 19 |
|
|
2023
Q2 | $6.56M | Sell |
103,198
-3,518
| -3% | -$224K | 2.01% | 19 |
|
|
2023
Q1 | $6.6M | Sell |
106,716
-487
| -0.5% | -$30.1K | 2.04% | 18 |
|
|
2022
Q4 | $6.64M | Buy |
107,203
+1,152
| +1% | +$71.4K | 2.13% | 18 |
|
|
2022
Q3 | $5.86M | Sell |
106,051
-1,059
| -1% | -$58.5K | 2.11% | 18 |
|
|
2022
Q2 | $6.33M | Sell |
107,110
-523
| -0.5% | -$30.9K | 2.15% | 18 |
|
|
2022
Q1 | $7.07M | Sell |
107,633
-356
| -0.3% | -$23.4K | 2.2% | 18 |
|
|
2021
Q4 | $7.13M | Buy |
107,989
+53,323
| +98% | +$3.52M | 2.28% | 18 |
|
|
2021
Q3 | $6.52M | Sell |
54,666
-768
| -1% | -$91.6K | 2.16% | 18 |
|
|
2021
Q2 | $6.67M | Sell |
55,434
-577
| -1% | -$69.4K | 2.19% | 17 |
|
|
2021
Q1 | $6.42M | Buy |
56,011
+3,305
| +6% | +$379K | 2.24% | 17 |
|
|
2020
Q4 | $5.67M | Sell |
52,706
-2,395
| -4% | -$257K | 2.34% | 16 |
|
|
2020
Q3 | $5.35M | Sell |
55,101
-7,341
| -12% | -$712K | 2.4% | 15 |
|
|
2020
Q2 | $5.8M | Buy |
62,442
+25,516
| +69% | +$2.37M | 2.54% | 15 |
|
|
2020
Q1 | $2.99M | Buy |
36,926
+16,292
| +79% | +$1.32M | 1.55% | 16 |
|
|
2019
Q4 | $2.19M | Hold |
20,634
| – | – | 0.97% | 20 |
|
|
2019
Q3 | $2.04M | Hold |
20,634
| – | – | 0.99% | 20 |
|
|
2019
Q2 | $2M | Sell |
20,634
-42
| -0.2% | -$4.07K | 1.02% | 20 |
|
|
2019
Q1 | $1.95M | Hold |
20,676
| – | – | 0.87% | 20 |
|
|
2018
Q4 | $1.8M | Hold |
20,676
| – | – | 1.17% | 18 |
|
|
2018
Q3 | $1.97M | Hold |
20,676
| – | – | 0.86% | 17 |
|
|
2018
Q2 | $1.86M | Hold |
20,676
| – | – | 0.72% | 20 |
|
|
2018
Q1 | $1.83M | Sell |
20,676
-320
| -2% | -$28.3K | 0.79% | 19 |
|
|
2017
Q4 | $1.93M | Hold |
20,996
| – | – | 0.74% | 19 |
|
|
2017
Q3 | $1.82M | Hold |
20,996
| – | – | 0.7% | 19 |
|
|
2017
Q2 | $1.77M | Hold |
20,996
| – | – | 0.74% | 18 |
|
|
2017
Q1 | $1.74M | Hold |
20,996
| – | – | 0.76% | 19 |
|
|
2016
Q4 | $1.68M | Hold |
20,996
| – | – | 0.83% | 17 |
|
|
2016
Q3 | $1.62M | Hold |
20,996
| – | – | 0.74% | 19 |
|
|
2016
Q2 | $1.59M | Hold |
20,996
| – | – | 0.78% | 19 |
|
|
2016
Q1 | $1.54M | Hold |
20,996
| – | – | 0.9% | 18 |
|
|
2015
Q4 | $1.49M | Hold |
20,996
| – | – | 0.82% | 20 |
|
|
2015
Q3 | $1.41M | Hold |
20,996
| – | – | 1.31% | 15 |
|
|
2015
Q2 | $1.52M | Hold |
20,996
| – | – | 0.69% | 20 |
|
|
2015
Q1 | $1.54M | Hold |
20,996
| – | – | 0.71% | 19 |
|
|
2014
Q4 | $1.56M | Sell |
20,996
-484
| -2% | -$35.9K | 0.77% | 18 |
|
|
2014
Q3 | $1.53M | Hold |
21,480
| – | – | 0.72% | 20 |
|
|
2014
Q2 | $1.52M | Hold |
21,480
| – | – | 0.69% | 19 |
|
|
2014
Q1 | $1.45M | Sell |
21,480
-3,883
| -15% | -$263K | 0.74% | 21 |
|
|
2013
Q4 | $1.69M | Buy |
25,363
+25
| +0.1% | +$1.66K | 0.91% | 18 |
|
|
2013
Q3 | $1.55M | Buy |
25,338
+24
| +0.1% | +$1.47K | 0.97% | 21 |
|
|
2013
Q2 | $1.51M | Buy |
+25,314
| New | +$1.51M | 1.11% | 17 |
|