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