Powers Advisory Group’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 | $511K | Buy |
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|
2025
Q2 | $480K | Buy |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $488K | Sell |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $367K | Buy |
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