Robinson Smith 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
Q2 | $391K | Hold |
4,763
| – | – | 0.31% | 54 |
|
|
2025
Q1 | $378K | Hold |
4,763
| – | – | 0.32% | 59 |
|
|
2024
Q4 | $371K | Hold |
4,763
| – | – | 0.31% | 57 |
|
|
2024
Q3 | $374K | Hold |
4,763
| – | – | 0.32% | 58 |
|
|
2024
Q2 | $347K | Hold |
4,763
| – | – | 0.31% | 60 |
|
|
2024
Q1 | $344K | Hold |
4,763
| – | – | 0.33% | 57 |
|
|
2023
Q4 | $316K | Buy |
+4,763
| New | +$316K | 0.31% | 64 |
|