PTP
Platform Technology Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
13,597
| – | – | 0.29% | 88 |
|
|
2025
Q1 | $1.08M | Hold |
13,597
| – | – | 0.31% | 85 |
|
|
2024
Q4 | $1.06M | Sell |
13,597
-3,399
| -20% | -$264K | 0.32% | 81 |
|
|
2024
Q3 | $1.34M | Hold |
16,996
| – | – | 0.42% | 67 |
|
|
2024
Q2 | $1.24M | Buy |
+16,996
| New | +$1.24M | 0.43% | 65 |
|
|
2023
Q4 | $1.16M | Hold |
16,996
| – | – | 0.45% | 66 |
|
|
2023
Q3 | $1.05M | Hold |
16,996
| – | – | 0.49% | 63 |
|
|
2023
Q2 | $1.08M | Hold |
16,996
| – | – | 0.51% | 64 |
|
|
2023
Q1 | $1.05M | Hold |
16,996
| – | – | 0.52% | 61 |
|
|
2022
Q4 | $1.05M | Hold |
16,996
| – | – | 0.54% | 61 |
|
|
2022
Q3 | $939K | Hold |
16,996
| – | – | 0.54% | 58 |
|
|
2022
Q2 | $1M | Hold |
16,996
| – | – | 0.55% | 54 |
|
|
2022
Q1 | $1.12M | Hold |
16,996
| – | – | 0.54% | 51 |
|
|
2021
Q4 | $1.12M | Buy |
16,996
+8,498
| +100% | +$561K | 0.49% | 53 |
|
|
2021
Q3 | $1.01M | Hold |
8,498
| – | – | 0.46% | 60 |
|
|
2021
Q2 | $1.02M | Buy |
+8,498
| New | +$1.02M | 0.42% | 66 |
|
|
2020
Q4 | $995K | Sell |
9,254
-67
| -0.7% | -$7.2K | 0.49% | 54 |
|
|
2020
Q3 | $905K | Buy |
9,321
+280
| +3% | +$27.2K | 0.55% | 47 |
|
|
2020
Q2 | $840K | Buy |
9,041
+249
| +3% | +$23.1K | 0.59% | 42 |
|
|
2020
Q1 | $712K | Buy |
+8,792
| New | +$712K | 0.65% | 40 |
|