Moloney Securities Asset Management’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 | $1.39M | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $403K | Buy |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $213K | Buy |
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