Redmont Wealth Advisors’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
Q1 | $513K | Hold |
6,461
| – | – | 1% | 19 |
|
|
2024
Q4 | $503K | Hold |
6,461
| – | – | 0.87% | 33 |
|
|
2024
Q3 | $508K | Hold |
6,461
| – | – | 0.79% | 39 |
|
|
2024
Q2 | $470K | Hold |
6,461
| – | – | 0.74% | 42 |
|
|
2024
Q1 | $466K | Hold |
6,461
| – | – | 0.65% | 43 |
|
|
2023
Q4 | $429K | Hold |
6,461
| – | – | 0.62% | 48 |
|
|
2023
Q3 | $397K | Hold |
6,461
| – | – | 0.7% | 48 |
|
|
2023
Q2 | $411K | Buy |
6,461
+808
| +14% | +$51.4K | 0.71% | 48 |
|
|
2023
Q1 | $350K | Sell |
5,653
-3,347
| -37% | -$207K | 0.71% | 47 |
|
|
2022
Q4 | $558K | Hold |
9,000
| – | – | 0.65% | 39 |
|
|
2022
Q3 | $497K | Hold |
9,000
| – | – | 0.65% | 36 |
|
|
2022
Q2 | $532K | Hold |
9,000
| – | – | 0.64% | 36 |
|
|
2022
Q1 | $591K | Hold |
9,000
| – | – | 0.63% | 40 |
|
|
2021
Q4 | $594K | Buy |
+9,000
| New | +$594K | 0.64% | 37 |
|