Mutual 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 | $451K | Buy |
5,344
+5
| +0.1% | +$422 | 0.01% | 832 |
|
|
2025
Q1 | $406K | Buy |
5,339
+3
| +0.1% | +$228 | 0.01% | 797 |
|
|
2024
Q4 | $421K | Buy |
5,336
+4
| +0.1% | +$316 | 0.01% | 768 |
|
|
2024
Q3 | $424K | Buy |
5,332
+255
| +5% | +$20.3K | 0.01% | 764 |
|
|
2024
Q2 | $379K | Buy |
5,077
+4
| +0.1% | +$299 | 0.01% | 807 |
|
|
2024
Q1 | $366K | Sell |
5,073
-482
| -9% | -$34.8K | 0.01% | 799 |
|
|
2023
Q4 | $369K | Buy |
5,555
+6
| +0.1% | +$398 | 0.01% | 752 |
|
|
2023
Q3 | $341K | Sell |
5,549
-58
| -1% | -$3.57K | 0.01% | 738 |
|
|
2023
Q2 | $357K | Sell |
5,607
-2,748
| -33% | -$175K | 0.01% | 746 |
|
|
2023
Q1 | $517K | Sell |
8,355
-207
| -2% | -$12.8K | 0.02% | 608 |
|
|
2022
Q4 | $530K | Buy |
+8,562
| New | +$530K | 0.02% | 570 |
|