Moneta Group Investment Advisors’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 | $411K | Hold |
4,999
| – | – | ﹤0.01% | 484 |
|
|
2025
Q1 | $397K | Sell |
4,999
-1,307
| -21% | -$104K | 0.01% | 472 |
|
|
2024
Q4 | $491K | Hold |
6,306
| – | – | 0.01% | 417 |
|
|
2024
Q3 | $495K | Sell |
6,306
-1,144
| -15% | -$89.9K | 0.01% | 407 |
|
|
2024
Q2 | $542K | Buy |
7,450
+1,144
| +18% | +$83.2K | 0.01% | 373 |
|
|
2024
Q1 | $455K | Buy |
+6,306
| New | +$455K | 0.01% | 394 |
|