Moors & Cabot’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 | $289K | Sell |
3,517
-35
| -1% | -$2.88K | 0.01% | 662 |
|
|
2025
Q1 | $282K | Sell |
3,552
-74
| -2% | -$5.87K | 0.01% | 659 |
|
|
2024
Q4 | $282K | Sell |
3,626
-268
| -7% | -$20.8K | 0.01% | 680 |
|
|
2024
Q3 | $306K | Buy |
3,894
+304
| +8% | +$23.9K | 0.02% | 652 |
|
|
2024
Q2 | $261K | Buy |
3,590
+169
| +5% | +$12.3K | 0.01% | 673 |
|
|
2024
Q1 | $247K | Buy |
+3,421
| New | +$247K | 0.01% | 741 |
|