Optimum Investment Advisors’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 | $80.9K | Hold |
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|
2025
Q2 | $76.4K | Hold |
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|
2025
Q1 | $73.8K | Hold |
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|
2024
Q4 | $72.3K | Sell |
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|
2024
Q3 | $88.8K | Hold |
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|
2024
Q2 | $82.2K | Hold |
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|
2024
Q1 | $81.6K | Hold |
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|
2023
Q4 | $75K | Hold |
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|
2023
Q3 | $69.5K | Hold |
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|
2023
Q2 | $71.9K | Hold |
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|
2023
Q1 | $69.9K | Hold |
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|
2022
Q4 | $70K | Sell |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $79K | Sell |
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|
2021
Q3 | $81K | Sell |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $325K | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $734K | Sell |
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|
2019
Q2 | $784K | Sell |
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|
2019
Q1 | $766K | Buy |
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|
2018
Q4 | $683K | Buy |
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|
2018
Q3 | $741K | Sell |
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|
2018
Q2 | $802K | Sell |
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|
2018
Q1 | $797K | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.26M | Sell |
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|
2017
Q2 | $1.28M | Buy |
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|
2017
Q1 | $1.26M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.28M | Sell |
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|
2016
Q2 | $1.39M | Sell |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.27M | Sell |
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|
2015
Q3 | $1.22M | Buy |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.25M | Buy |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.19M | Sell |
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|
2014
Q1 | $1.15M | Sell |
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|
2013
Q4 | $1.15M | Sell |
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|
2013
Q3 | $1.08M | Buy |
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