Rollins Financial 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 | $2.44M | Sell |
29,700
-161
| -0.5% | -$13.2K | 0.39% | 37 |
|
|
2025
Q1 | $2.37M | Buy |
29,861
+433
| +1% | +$34.4K | 0.41% | 37 |
|
|
2024
Q4 | $2.29M | Buy |
29,428
+1,009
| +4% | +$78.5K | 0.36% | 39 |
|
|
2024
Q3 | $2.23M | Buy |
28,419
+2,424
| +9% | +$190K | 0.37% | 38 |
|
|
2024
Q2 | $1.89M | Buy |
25,995
+357
| +1% | +$26K | 0.32% | 37 |
|
|
2024
Q1 | $1.85M | Buy |
25,638
+735
| +3% | +$53.1K | 0.35% | 35 |
|
|
2023
Q4 | $1.65M | Buy |
+24,903
| New | +$1.65M | 0.35% | 36 |
|