Nadler Financial Group’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 | $3.81M | Sell |
46,420
-1,940
| -4% | -$159K | 0.39% | 31 |
|
|
2025
Q1 | $3.84M | Buy |
48,360
+960
| +2% | +$76.2K | 0.43% | 31 |
|
|
2024
Q4 | $3.69M | Sell |
47,400
-65
| -0.1% | -$5.06K | 0.39% | 31 |
|
|
2024
Q3 | $3.73M | Hold |
47,465
| – | – | 0.41% | 30 |
|
|
2024
Q2 | $3.45M | Buy |
47,465
+2,755
| +6% | +$200K | 0.41% | 30 |
|
|
2024
Q1 | $3.23M | Sell |
44,710
-950
| -2% | -$68.6K | 0.4% | 30 |
|
|
2023
Q4 | $3.03M | Sell |
45,660
-2,260
| -5% | -$150K | 0.41% | 30 |
|
|
2023
Q3 | $2.95M | Sell |
47,920
-900
| -2% | -$55.3K | 0.45% | 28 |
|
|
2023
Q2 | $3.1M | Hold |
48,820
| – | – | 0.45% | 28 |
|
|
2023
Q1 | $3.02M | Hold |
48,820
| – | – | 0.48% | 28 |
|
|
2022
Q4 | $3.02M | Buy |
48,820
+890
| +2% | +$55.1K | 0.53% | 26 |
|
|
2022
Q3 | $2.65M | Buy |
47,930
+315
| +0.7% | +$17.4K | 0.5% | 29 |
|
|
2022
Q2 | $2.81M | Buy |
47,615
+535
| +1% | +$31.6K | 0.52% | 28 |
|
|
2022
Q1 | $3.09M | Sell |
47,080
-340
| -0.7% | -$22.3K | 0.48% | 29 |
|
|
2021
Q4 | $3.13M | Sell |
47,420
-100
| -0.2% | -$6.61K | 0.46% | 29 |
|
|
2021
Q3 | $2.83M | Sell |
47,520
-1,890
| -4% | -$113K | 0.46% | 28 |
|
|
2021
Q2 | $2.97M | Sell |
49,410
-80
| -0.2% | -$4.81K | 0.49% | 29 |
|
|
2021
Q1 | $2.84M | Sell |
49,490
-1,550
| -3% | -$88.9K | 0.51% | 28 |
|
|
2020
Q4 | $2.74M | Buy |
51,040
+10
| +0% | +$537 | 0.52% | 27 |
|
|
2020
Q3 | $2.48M | Hold |
51,030
| – | – | 0.55% | 25 |
|
|
2020
Q2 | $2.37M | Hold |
51,030
| – | – | 0.59% | 24 |
|
|
2020
Q1 | $2.07M | Hold |
51,030
| – | – | 0.63% | 20 |
|
|
2019
Q4 | $2.7M | Sell |
51,030
-370
| -0.7% | -$19.6K | 0.67% | 20 |
|
|
2019
Q3 | $2.55M | Buy |
51,400
+20
| +0% | +$991 | 0.71% | 20 |
|
|
2019
Q2 | $2.49M | Sell |
51,380
-510
| -1% | -$24.7K | 0.72% | 21 |
|
|
2019
Q1 | $2.45M | Sell |
51,890
-4,750
| -8% | -$224K | 0.78% | 20 |
|
|
2018
Q4 | $2.39M | Sell |
56,640
-12,780
| -18% | -$540K | 0.78% | 19 |
|
|
2018
Q3 | $3.31M | Sell |
69,420
-830
| -1% | -$39.6K | 0.9% | 18 |
|
|
2018
Q2 | $3.15M | Buy |
70,250
+4,750
| +7% | +$213K | 0.89% | 18 |
|
|
2018
Q1 | $2.9M | Sell |
65,500
-5,590
| -8% | -$247K | 0.89% | 16 |
|
|
2017
Q4 | $3.27M | Buy |
71,090
+2,010
| +3% | +$92.6K | 1% | 15 |
|
|
2017
Q3 | $3M | Sell |
69,080
-1,390
| -2% | -$60.3K | 0.99% | 15 |
|
|
2017
Q2 | $2.96M | Sell |
70,470
-5,070
| -7% | -$213K | 1.01% | 15 |
|
|
2017
Q1 | $3.13M | Sell |
75,540
-20
| -0% | -$829 | 1.09% | 16 |
|
|
2016
Q4 | $3.02M | Buy |
75,560
+1,300
| +2% | +$51.9K | 1.12% | 15 |
|
|
2016
Q3 | $2.86M | Buy |
74,260
+1,500
| +2% | +$57.8K | 1.13% | 16 |
|
|
2016
Q2 | $2.76M | Sell |
72,760
-1,740
| -2% | -$65.9K | 1.16% | 16 |
|
|
2016
Q1 | $2.73M | Sell |
74,500
-3,236
| -4% | -$119K | 1.2% | 15 |
|
|
2015
Q4 | $2.77M | Sell |
77,736
-1,084
| -1% | -$38.6K | 1.25% | 15 |
|
|
2015
Q3 | $2.65M | Sell |
78,820
-13,570
| -15% | -$457K | 1.33% | 13 |
|
|
2015
Q2 | $3.35M | Buy |
92,390
+1,780
| +2% | +$64.5K | 1.58% | 11 |
|
|
2015
Q1 | $3.32M | Sell |
90,610
-1,758
| -2% | -$64.4K | 1.6% | 11 |
|
|
2014
Q4 | $3.43M | Buy |
92,368
+1,240
| +1% | +$46K | 1.77% | 11 |
|
|
2014
Q3 | $3.24M | Buy |
91,128
+1,352
| +2% | +$48.1K | 1.94% | 10 |
|
|
2014
Q2 | $3.18M | Sell |
89,776
-8,940
| -9% | -$316K | 2% | 9 |
|
|
2014
Q1 | $3.34M | Sell |
98,716
-2,330
| -2% | -$78.8K | 2.22% | 9 |
|
|
2013
Q4 | $3.36M | Buy |
101,046
+1,510
| +2% | +$50.2K | 2.18% | 9 |
|
|
2013
Q3 | $3.05M | Buy |
99,536
+2
| +0% | +$61 | 2.21% | 10 |
|
|
2013
Q2 | $2.98M | Buy |
+99,534
| New | +$2.98M | 2.1% | 11 |
|