Powers Advisory Group’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 | $480K | Buy |
5,849
+33
| +0.6% | +$2.71K | 0.21% | 69 |
|
|
2025
Q1 | $462K | Sell |
5,816
-485
| -8% | -$38.5K | 0.22% | 68 |
|
|
2024
Q4 | $490K | Buy |
6,301
+34
| +0.5% | +$2.65K | 0.25% | 63 |
|
|
2024
Q3 | $492K | Buy |
6,267
+32
| +0.5% | +$2.51K | 0.25% | 63 |
|
|
2024
Q2 | $454K | Buy |
6,235
+37
| +0.6% | +$2.69K | 0.25% | 62 |
|
|
2024
Q1 | $447K | Buy |
6,198
+27
| +0.4% | +$1.95K | 0.26% | 61 |
|
|
2023
Q4 | $410K | Buy |
6,171
+45
| +0.7% | +$2.99K | 0.25% | 64 |
|
|
2023
Q3 | $377K | Buy |
6,126
+38
| +0.6% | +$2.34K | 0.26% | 67 |
|
|
2023
Q2 | $387K | Buy |
6,088
+38
| +0.6% | +$2.42K | 0.26% | 67 |
|
|
2023
Q1 | $374K | Buy |
6,050
+35
| +0.6% | +$2.17K | 0.26% | 67 |
|
|
2022
Q4 | $373K | Sell |
6,015
-2,306
| -28% | -$143K | 0.27% | 68 |
|
|
2022
Q3 | $460K | Buy |
8,321
+59
| +0.7% | +$3.26K | 0.37% | 59 |
|
|
2022
Q2 | $488K | Sell |
8,262
-1,541
| -16% | -$91K | 0.38% | 61 |
|
|
2022
Q1 | $644K | Buy |
9,803
+4,239
| +76% | +$278K | 0.45% | 53 |
|
|
2021
Q4 | $367K | Buy |
+5,564
| New | +$367K | 0.26% | 74 |
|