Moller Wealth Partners’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
Q3 | $7.75M | Sell |
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|
2025
Q2 | $7.62M | Sell |
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|
2025
Q1 | $7.41M | Sell |
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|
2024
Q4 | $7.36M | Sell |
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|
2024
Q3 | $7.54M | Sell |
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|
2024
Q2 | $7M | Sell |
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|
2024
Q1 | $7.04M | Sell |
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|
2023
Q4 | $6.73M | Buy |
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|
2023
Q3 | $6.22M | Sell |
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|
2023
Q2 | $6.56M | Sell |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $6.64M | Buy |
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|
2022
Q3 | $5.86M | Sell |
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|
2022
Q2 | $6.33M | Sell |
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|
2022
Q1 | $7.07M | Sell |
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|
2021
Q4 | $7.13M | Sell |
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|
2021
Q3 | $6.52M | Sell |
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|
2021
Q2 | $6.67M | Sell |
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|
2021
Q1 | $6.42M | Buy |
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|
2020
Q4 | $5.67M | Sell |
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|
2020
Q3 | $5.35M | Sell |
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|
2020
Q2 | $5.8M | Buy |
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|
2020
Q1 | $2.99M | Buy |
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|
2019
Q4 | $2.19M | Hold |
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|
2019
Q3 | $2.04M | Hold |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $1.95M | Hold |
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|
2018
Q4 | $1.8M | Hold |
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|
2018
Q3 | $1.97M | Hold |
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|
2018
Q2 | $1.86M | Hold |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $1.93M | Hold |
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|
2017
Q3 | $1.82M | Hold |
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|
2017
Q2 | $1.76M | Hold |
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|
2017
Q1 | $1.74M | Hold |
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|
2016
Q4 | $1.68M | Hold |
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|
2016
Q3 | $1.62M | Hold |
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|
2016
Q2 | $1.59M | Hold |
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|
2016
Q1 | $1.54M | Hold |
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|
2015
Q4 | $1.49M | Hold |
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|
2015
Q3 | $1.41M | Hold |
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|
2015
Q2 | $1.52M | Hold |
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|
2015
Q1 | $1.54M | Hold |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.53M | Hold |
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|
2014
Q2 | $1.52M | Hold |
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|
2014
Q1 | $1.45M | Sell |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.55M | Buy |
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|
2013
Q2 | $1.51M | Buy |
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