Northwest Financial 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 | $712K | Buy |
8,672
+39
| +0.5% | +$3.2K | 0.99% | 30 |
|
|
2025
Q1 | $685K | Buy |
8,633
+30
| +0.3% | +$2.38K | 0.57% | 44 |
|
|
2024
Q4 | $669K | Buy |
8,603
+4,024
| +88% | +$313K | 0.55% | 44 |
|
|
2024
Q3 | $360K | Sell |
4,579
-85
| -2% | -$6.68K | 0.29% | 69 |
|
|
2024
Q2 | $339K | Buy |
4,664
+17
| +0.4% | +$1.24K | 0.34% | 66 |
|
|
2024
Q1 | $335K | Buy |
4,647
+12
| +0.3% | +$866 | 0.37% | 67 |
|
|
2023
Q4 | $308K | Buy |
+4,635
| New | +$308K | 0.26% | 65 |
|