Precedent Wealth Partners’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 | – | Sell |
-2,561
| Closed | -$203K | – | 173 |
|
|
2025
Q1 | $203K | Sell |
2,561
-822
| -24% | -$65.2K | 0.06% | 153 |
|
|
2024
Q4 | $263K | Sell |
3,383
-235
| -6% | -$18.3K | 0.09% | 136 |
|
|
2024
Q3 | $284K | Sell |
3,618
-263
| -7% | -$20.7K | 0.09% | 135 |
|
|
2024
Q2 | $282K | Hold |
3,881
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $280K | Hold |
3,881
| – | – | 0.12% | 119 |
|
|
2023
Q4 | $258K | Buy |
+3,881
| New | +$258K | 0.13% | 119 |
|