Principal Securities’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 | $765K | Buy |
9,315
+448
| +5% | +$36.8K | 0.01% | 693 |
|
|
2025
Q1 | $690K | Buy |
8,867
+1,388
| +19% | +$108K | 0.02% | 668 |
|
|
2024
Q4 | $582K | Buy |
7,479
+327
| +5% | +$25.4K | 0.01% | 718 |
|
|
2024
Q3 | $562K | Buy |
7,152
+1,319
| +23% | +$104K | 0.01% | 722 |
|
|
2024
Q2 | $424K | Buy |
5,833
+693
| +13% | +$50.4K | 0.01% | 761 |
|
|
2024
Q1 | $371K | Sell |
5,140
-121
| -2% | -$8.74K | 0.01% | 781 |
|
|
2023
Q4 | $349K | Buy |
+5,261
| New | +$349K | 0.01% | 742 |
|