Noesis Capital Mangement’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
Q3
$870K Hold
2025
Q2
$821K Hold
2025
Q1
$794K Hold
2024
Q4
$778K Hold
2024
Q3
$786K Hold
2024
Q2
$728K Hold
2024
Q1
$722K Hold
2023
Q4
$664K Hold
2023
Q3
$615K Hold
2023
Q2
$636K Hold
2023
Q1
$619K Hold
2022
Q4
$620K Hold
2022
Q3
$553K Hold
2022
Q2
$591K Hold
2022
Q1
$657K Hold
2021
Q4
$660K Sell
2021
Q3
$1.21M Hold
2021
Q2
$1.23M Hold
2021
Q1
$1.16M Hold
2020
Q4
$1.09M Hold
2020
Q3
$983K Hold
2020
Q2
$940K Hold
2020
Q1
$820K Hold
2019
Q4
$1.07M Buy