PFG Investments’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 | $761K | Buy |
9,269
+34
| +0.4% | +$2.79K | 0.04% | 380 |
|
|
2025
Q1 | $733K | Buy |
9,235
+323
| +4% | +$25.6K | 0.05% | 374 |
|
|
2024
Q4 | $693K | Sell |
8,912
-1,165
| -12% | -$90.6K | 0.04% | 381 |
|
|
2024
Q3 | $792K | Buy |
10,077
+40
| +0.4% | +$3.14K | 0.05% | 352 |
|
|
2024
Q2 | $730K | Buy |
10,037
+45
| +0.5% | +$3.27K | 0.05% | 335 |
|
|
2024
Q1 | $721K | Buy |
9,992
+44
| +0.4% | +$3.18K | 0.04% | 416 |
|
|
2023
Q4 | $660K | Buy |
9,948
+350
| +4% | +$23.2K | 0.12% | 189 |
|
|
2023
Q3 | $590K | Buy |
9,598
+11
| +0.1% | +$676 | 0.11% | 201 |
|
|
2023
Q2 | $610K | Buy |
9,587
+1,594
| +20% | +$101K | 0.11% | 203 |
|
|
2023
Q1 | $494K | Buy |
+7,993
| New | +$494K | 0.1% | 232 |
|