NewEdge 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 | $1.03M | Buy |
12,558
+1,562
| +14% | +$128K | 0.01% | 1271 |
|
|
2025
Q1 | $873K | Buy |
10,996
+525
| +5% | +$41.7K | 0.01% | 1260 |
|
|
2024
Q4 | $815K | Buy |
10,471
+1
| +0% | +$78 | ﹤0.01% | 1274 |
|
|
2024
Q3 | $823K | Sell |
10,470
-249
| -2% | -$19.6K | 0.01% | 1191 |
|
|
2024
Q2 | $780K | Buy |
10,719
+6,469
| +152% | +$471K | 0.01% | 1182 |
|
|
2024
Q1 | $307K | Buy |
4,250
+250
| +6% | +$18K | ﹤0.01% | 1634 |
|
|
2023
Q4 | $268K | Buy |
4,000
+1
| +0% | +$67 | ﹤0.01% | 1595 |
|
|
2023
Q3 | $246K | Sell |
3,999
-104
| -3% | -$6.4K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $261K | Buy |
4,103
+3,911
| +2,037% | +$249K | ﹤0.01% | 1514 |
|
|
2023
Q1 | $11.9K | Sell |
192
-7,311
| -97% | -$452K | ﹤0.01% | 2514 |
|
|
2022
Q4 | $446K | Buy |
7,503
+615
| +9% | +$36.5K | 0.01% | 830 |
|
|
2022
Q3 | $380K | Hold |
6,888
| – | – | 0.01% | 1087 |
|
|
2022
Q2 | $407K | Buy |
+6,888
| New | +$407K | 0.01% | 1072 |
|
|
2017
Q3 | – | Sell |
-288
| Closed | -$12.1K | – | 547 |
|
|
2017
Q2 | $12.1K | Buy |
+288
| New | +$12.1K | ﹤0.01% | 892 |
|