Peninsula Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $281K | Hold |
|
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|
2023
Q2 | $297K | Hold |
|
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|
2023
Q1 | $288K | Sell |
|
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|
2022
Q4 | $389K | Sell |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $419K | Hold |
|
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|
2021
Q4 | $421K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $258K | Hold |
|
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $333K | Buy |
|