PFG Advisors’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 | $2.64M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | $207K | Buy |
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