O'Shaughnessy Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $262K | Buy |
3,191
+1,018
| +47% | +$83.6K | ﹤0.01% | 1696 |
|
2025
Q1 | $172K | Buy |
2,173
+949
| +78% | +$75.3K | ﹤0.01% | 1805 |
|
2024
Q4 | $95.2K | Hold |
1,224
| – | – | ﹤0.01% | 1863 |
|
2024
Q3 | $98.1K | Hold |
1,224
| – | – | ﹤0.01% | 1809 |
|
2024
Q2 | $89K | Hold |
1,224
| – | – | ﹤0.01% | 1655 |
|
2024
Q1 | $88.4K | Buy |
+1,224
| New | +$88.4K | ﹤0.01% | 1617 |
|