Northern Capital Management (Washington)’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
$236K Hold
2025
Q2
$223K Hold
2025
Q1
$215K Hold
2024
Q4
$211K Hold
2024
Q3
$213K Buy
2023
Q4
Sell
2023
Q3
$223K Hold
2023
Q2
$230K Sell
2023
Q1
$239K Hold
2022
Q4
$239K Hold
2022
Q3
$213K Hold
2022
Q2
$228K Hold
2022
Q1
$254K Hold
2021
Q4
$255K Sell
2021
Q3
$231K Hold
2021
Q2
$233K Sell
2021
Q1
$260K Sell
2020
Q4
$397K Buy