Roble Belko & Company’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 | $164K | Hold |
2,000
| – | – | 0.02% | 119 |
|
|
2025
Q1 | $159K | Hold |
2,000
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $156K | Hold |
2,000
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $157K | Hold |
2,000
| – | – | 0.02% | 113 |
|
|
2024
Q2 | $146K | Hold |
2,000
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $144K | Hold |
2,000
| – | – | 0.02% | 116 |
|
|
2023
Q4 | $133K | Buy |
+2,000
| New | +$133K | 0.03% | 109 |
|