RWP
DLN icon

Revolve Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Revolve Wealth Partners’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1M Buy
198,080
+792
+0.4% +$74.8K 1.99% 12
2026
Q1 		$17.6M Sell
197,288
-14,975
-7% -$1.36M 2.29% 11
2025
Q4 		$18.7M Buy
212,263
+3,434
+2% +$300K 2.2% 13
2025
Q3 		$18.2M Sell
208,829
-4,598
-2% -$389K 2.18% 13
2025
Q2 		$17.5M Sell
213,427
-6,171
-3% -$482K 2.29% 11
2025
Q1 		$17.4M Buy
219,598
+1,100
+0.5% +$87.8K 2.52% 11
2024
Q4 		$17M Sell
218,498
-1,507
-0.7% -$120K 2.5% 10
2024
Q3 		$17.3M Buy
220,005
+2,337
+1% +$176K 2.64% 11
2024
Q2 		$15.8M Sell
217,668
-632
-0.3% -$45K 2.61% 11
2024
Q1 		$15.8M Sell
218,300
-919
-0.4% -$63.1K 2.69% 10
2023
Q4 		$14.6M Sell
219,219
-6,250
-3% -$393K 2.82% 10
2023
Q3 		$13.9M Sell
225,469
-11,530
-5% -$736K 3.22% 8
2023
Q2 		$15.1M Sell
236,999
-122,929
-34% -$7.63M 3.53% 4
2023
Q1 		$22.3M Sell
359,928
-165,817
-32% -$10.3M 5.66% 2
2022
Q4 		$32.6M Sell
525,745
-29,986
-5% -$1.83M 9.32% 1
2022
Q3 		$30.7M Buy
555,731
+8,358
+2% +$507K 10.27% 1
2022
Q2 		$32.4M Buy
547,373
+17,704
+3% +$1.11M 10.64% 1
2022
Q1 		$34.8M Sell
529,669
-7,960
-1% -$515K 10.05% 1
2021
Q4 		$35.5M Buy
+537,629
New +$34M 10.23% 1

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LKWM
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NWP
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CI
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CWA
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GLLW
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SFO
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CA
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IWA
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