RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $802K | Hold |
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|
2025
Q2 | $757K | Hold |
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|
2025
Q1 | $732K | Hold |
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|
2024
Q4 | $717K | Hold |
|
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|
2024
Q3 | $724K | Hold |
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|
2024
Q2 | $671K | Hold |
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|
2024
Q1 | $665K | Hold |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $567K | Hold |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $584K | Hold |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $609K | Hold |
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|
2021
Q3 | $550K | Hold |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $529K | Hold |
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|
2020
Q4 | $495K | Hold |
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|
2020
Q3 | $447K | Hold |
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|
2020
Q2 | $428K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $501K | Hold |
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|
2019
Q3 | $469K | Buy |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $434K | Hold |
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|
2018
Q4 | $389K | Hold |
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|
2018
Q3 | $440K | Hold |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $425K | Hold |
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|
2017
Q3 | $400K | Hold |
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|
2017
Q2 | $388K | Hold |
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|
2017
Q1 | $382K | Sell |
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|
2016
Q4 | $378K | Buy |
|