Newbridge Financial Services Group’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
Q2 | $824K | Buy |
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|
2025
Q1 | $784K | Sell |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $906K | Buy |
|
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|
2024
Q2 | $764K | Sell |
|
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $850K | Sell |
|
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|
2022
Q4 | $858K | Sell |
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|
2022
Q3 | $802K | Sell |
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|
2022
Q2 | $864K | Sell |
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|
2022
Q1 | $974K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $922K | Sell |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $984K | Sell |
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|
2020
Q3 | $916K | Buy |
|