Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $556K | Hold |
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|
2025
Q2 | $525K | Sell |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $365K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $99K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $134K | Hold |
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|
2017
Q4 | $140K | Hold |
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|
2017
Q3 | $132K | Hold |
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|
2017
Q2 | $128K | Hold |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $127K | Hold |
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|
2016
Q3 | $117K | Buy |
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