Prospera Financial Services’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 | $288K | Hold |
3,506
| – | – | 0.01% | 1126 |
|
|
2025
Q1 | $278K | Hold |
3,506
| – | – | 0.01% | 1017 |
|
|
2024
Q4 | $273K | Hold |
3,506
| – | – | 0.01% | 964 |
|
|
2024
Q3 | $275K | Hold |
3,506
| – | – | 0.01% | 952 |
|
|
2024
Q2 | $255K | Hold |
3,506
| – | – | 0.01% | 980 |
|
|
2024
Q1 | $253K | Hold |
3,506
| – | – | 0.01% | 962 |
|
|
2023
Q4 | $233K | Hold |
3,506
| – | – | 0.01% | 950 |
|
|
2023
Q3 | $216K | Hold |
3,506
| – | – | 0.01% | 926 |
|
|
2023
Q2 | $223K | Hold |
3,506
| – | – | 0.01% | 916 |
|
|
2023
Q1 | $217K | Sell |
3,506
-3,120
| -47% | -$193K | 0.01% | 883 |
|
|
2022
Q4 | $410K | Buy |
+6,626
| New | +$410K | 0.02% | 588 |
|
|
2022
Q3 | – | Sell |
-2,588
| Closed | -$153K | – | 1016 |
|
|
2022
Q2 | $153K | Sell |
2,588
-918
| -26% | -$54.3K | 0.01% | 795 |
|
|
2022
Q1 | $230K | Hold |
3,506
| – | – | 0.01% | 840 |
|
|
2021
Q4 | $232K | Hold |
3,506
| – | – | 0.01% | 787 |
|
|
2021
Q3 | $209K | Hold |
3,506
| – | – | 0.01% | 757 |
|
|
2021
Q2 | $211K | Hold |
3,506
| – | – | 0.01% | 751 |
|
|
2021
Q1 | $201K | Buy |
+3,506
| New | +$201K | 0.01% | 719 |
|
|
2020
Q4 | – | Sell |
-918
| Closed | -$45K | – | 880 |
|
|
2020
Q3 | $45K | Buy |
+918
| New | +$45K | 0.02% | 655 |
|