NewEdge Wealth’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 | $672K | Sell |
8,050
-130
| -2% | -$10.9K | 0.01% | 623 |
|
|
2025
Q1 | $649K | Sell |
8,180
-130
| -2% | -$10.3K | 0.01% | 570 |
|
|
2024
Q4 | $646K | Sell |
8,310
-67
| -0.8% | -$5.21K | 0.01% | 580 |
|
|
2024
Q3 | $658K | Sell |
8,377
-400
| -5% | -$31.4K | 0.01% | 560 |
|
|
2024
Q2 | $639K | Hold |
8,777
| – | – | 0.01% | 492 |
|
|
2024
Q1 | $608K | Buy |
8,777
+67
| +0.8% | +$4.64K | 0.01% | 520 |
|
|
2023
Q4 | $578K | Sell |
8,710
-382
| -4% | -$25.4K | 0.01% | 484 |
|
|
2023
Q3 | $559K | Sell |
9,092
-157
| -2% | -$9.65K | 0.02% | 448 |
|
|
2023
Q2 | $588K | Buy |
9,249
+3,842
| +71% | +$244K | 0.02% | 438 |
|
|
2023
Q1 | $334K | Buy |
+5,407
| New | +$334K | 0.01% | 484 |
|