Perfromance Wealth 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 | $390K | Buy |
4,750
+1,925
| +68% | +$158K | 0.01% | 132 |
|
|
2025
Q1 | $224K | Hold |
2,825
| – | – | 0.01% | 157 |
|
|
2024
Q4 | $220K | Sell |
2,825
-115
| -4% | -$8.95K | 0.01% | 170 |
|
|
2024
Q3 | $231K | Hold |
2,940
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $214K | Hold |
2,940
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $212K | Buy |
+2,940
| New | +$212K | 0.01% | 149 |
|
|
2022
Q2 | – | Sell |
-3,220
| Closed | -$212K | – | 171 |
|
|
2022
Q1 | $212K | Hold |
3,220
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $213K | Buy |
+3,220
| New | +$213K | 0.01% | 170 |
|