RWP
Revolve Wealth Partners’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 | $17.5M | Sell |
213,427
-6,171
| -3% | -$507K | 2.28% | 11 |
|
|
2025
Q1 | $17.4M | Buy |
219,598
+1,100
| +0.5% | +$87.3K | 2.52% | 11 |
|
|
2024
Q4 | $17M | Sell |
218,498
-1,507
| -0.7% | -$117K | 2.46% | 10 |
|
|
2024
Q3 | $17.3M | Buy |
220,005
+2,337
| +1% | +$184K | 2.63% | 11 |
|
|
2024
Q2 | $15.8M | Sell |
217,668
-632
| -0.3% | -$46K | 2.6% | 11 |
|
|
2024
Q1 | $15.8M | Sell |
218,300
-919
| -0.4% | -$66.3K | 2.68% | 10 |
|
|
2023
Q4 | $14.6M | Sell |
219,219
-6,250
| -3% | -$415K | 2.81% | 10 |
|
|
2023
Q3 | $13.9M | Sell |
225,469
-11,530
| -5% | -$709K | 3.19% | 8 |
|
|
2023
Q2 | $15.1M | Sell |
236,999
-122,929
| -34% | -$7.82M | 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% | -$1.86M | 9.32% | 1 |
|
|
2022
Q3 | $30.7M | Buy |
555,731
+8,358
| +2% | +$462K | 10.26% | 1 |
|
|
2022
Q2 | $32.4M | Buy |
547,373
+17,704
| +3% | +$1.05M | 10.62% | 1 |
|
|
2022
Q1 | $34.8M | Sell |
529,669
-7,960
| -1% | -$523K | 10.05% | 1 |
|
|
2021
Q4 | $35.5M | Buy |
+537,629
| New | +$35.5M | 10.22% | 1 |
|