Rockland Trust’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 | $327K | Hold |
3,980
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $316K | Hold |
3,980
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $310K | Hold |
3,980
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $313K | Hold |
3,980
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $290K | Sell |
3,980
-700
| -15% | -$50.9K | 0.02% | 250 |
|
|
2024
Q1 | $338K | Hold |
4,680
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $311K | Sell |
4,680
-1,000
| -18% | -$66.4K | 0.02% | 245 |
|
|
2023
Q3 | $349K | Hold |
5,680
| – | – | 0.02% | 220 |
|
|
2023
Q2 | $361K | Hold |
5,680
| – | – | 0.02% | 225 |
|
|
2023
Q1 | $351K | Buy |
+5,680
| New | +$351K | 0.02% | 230 |
|