RFG Advisory’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
Q3 | $9.17M | Buy |
|
|||||
|
2025
Q2 | $7.35M | Sell |
|
|||||
|
2025
Q1 | $9.59M | Buy |
|
|||||
|
2024
Q4 | $8.01M | Sell |
|
|||||
|
2024
Q3 | $8.18M | Buy |
|
|||||
|
2024
Q2 | $6.31M | Sell |
|
|||||
|
2024
Q1 | $6.33M | Buy |
|
|||||
|
2023
Q4 | $840K | Buy |
|
|||||
|
2023
Q3 | $643K | Sell |
|
|||||
|
2023
Q2 | $735K | Buy |
|
|||||
|
2023
Q1 | $480K | Buy |
|
|||||
|
2022
Q4 | $481K | Buy |
|
|||||
|
2022
Q3 | $463K | Buy |
|
|||||
|
2022
Q2 | $461K | Buy |
|
|||||
|
2022
Q1 | $486K | Buy |
|
|||||
|
2021
Q4 | $487K | Buy |
|