&Partners’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 | $2.31M | Buy |
28,151
+10,954
| +64% | +$900K | 0.02% | 610 |
|
|
2025
Q1 | $1.35M | Buy |
17,197
+1,982
| +13% | +$156K | 0.01% | 706 |
|
|
2024
Q4 | $1.19M | Buy |
15,215
+726
| +5% | +$56.8K | 0.01% | 696 |
|
|
2024
Q3 | $1.14M | Sell |
14,489
-1,341
| -8% | -$105K | 0.02% | 528 |
|
|
2024
Q2 | $1.15M | Buy |
+15,830
| New | +$1.15M | 0.05% | 309 |
|