RFA
Resurgent Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
20,336
-1,678
| -8% | -$138K | 0.92% | 24 |
|
|
2025
Q1 | $1.75M | Sell |
22,014
-211
| -0.9% | -$16.7K | 1.05% | 19 |
|
|
2024
Q4 | $1.73M | Sell |
22,225
-871
| -4% | -$67.8K | 1.02% | 22 |
|
|
2024
Q3 | $1.81M | Sell |
23,096
-127
| -0.5% | -$9.98K | 1.06% | 20 |
|
|
2024
Q2 | $1.69M | Sell |
23,223
-24,233
| -51% | -$1.76M | 1.05% | 21 |
|
|
2024
Q1 | $3.43M | Buy |
47,456
+23,730
| +100% | +$1.71M | 1.83% | 8 |
|
|
2023
Q4 | $1.57M | Sell |
23,726
-841
| -3% | -$55.8K | 0.97% | 20 |
|
|
2023
Q3 | $1.51M | Buy |
24,567
+30
| +0.1% | +$1.85K | 1.03% | 21 |
|
|
2023
Q2 | $1.56M | Buy |
24,537
+384
| +2% | +$24.4K | 1.03% | 20 |
|
|
2023
Q1 | $1.49M | Buy |
24,153
+50
| +0.2% | +$3.09K | 0.99% | 21 |
|
|
2022
Q4 | $1.49M | Buy |
24,103
+332
| +1% | +$20.6K | 0.79% | 29 |
|
|
2022
Q3 | $1.31M | Buy |
23,771
+1,512
| +7% | +$83.6K | 0.88% | 29 |
|
|
2022
Q2 | $1.32M | Buy |
22,259
+4,650
| +26% | +$275K | 0.84% | 30 |
|
|
2022
Q1 | $1.16M | Buy |
17,609
+112
| +0.6% | +$7.36K | 0.72% | 31 |
|
|
2021
Q4 | $1.16M | Buy |
+17,497
| New | +$1.16M | 0.92% | 26 |
|