PSI Advisors’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 | $92.5K | Hold |
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|
2024
Q4 | $90.7K | Hold |
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|
2024
Q3 | $91.6K | Hold |
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|
2024
Q2 | $84.8K | Hold |
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|
2024
Q1 | $84.2K | Sell |
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|
2023
Q4 | $79.8K | Sell |
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|
2023
Q3 | $74.4K | Hold |
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|
2023
Q2 | $77K | Sell |
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|
2023
Q1 | $82.1K | Sell |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $154K | Sell |
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|
2021
Q4 | $199K | Sell |
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|
2021
Q3 | $187K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $291K | Sell |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $843K | Buy |
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