Prestige Wealth Management 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
Q2 | – | Sell |
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|
2025
Q1 | $47.6K | Hold |
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|
2024
Q4 | $46.7K | Sell |
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|
2024
Q3 | $56.6K | Sell |
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|
2024
Q2 | $100K | Hold |
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|
2024
Q1 | $99.3K | Hold |
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|
2023
Q4 | $91.3K | Hold |
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|
2023
Q3 | $84.6K | Sell |
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|
2023
Q2 | $90.4K | Sell |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $11.2M | Sell |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.9M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $224K | Hold |
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|
2021
Q2 | $226K | Buy |
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