PCG Wealth 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 | $201K | Buy |
+2,451
| New | +$201K | 0.1% | 89 |
|
|
2024
Q1 | – | Sell |
-3,475
| Closed | -$231K | – | 115 |
|
|
2023
Q4 | $231K | Sell |
3,475
-545
| -14% | -$36.2K | 0.13% | 89 |
|
|
2023
Q3 | $247K | Sell |
4,020
-30
| -0.7% | -$1.85K | 0.16% | 86 |
|
|
2023
Q2 | $258K | Buy |
4,050
+360
| +10% | +$22.9K | 0.16% | 87 |
|
|
2023
Q1 | $228K | Buy |
+3,690
| New | +$228K | 0.14% | 96 |
|