Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $4.08M | Buy |
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|
2022
Q3 | $3.12M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $493K | Buy |
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