Salomon & Ludwin’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 | $392K | Hold |
4,725
| – | – | 0.04% | 122 |
|
2025
Q1 | $375K | Hold |
4,725
| – | – | 0.04% | 111 |
|
2024
Q4 | $368K | Sell |
4,725
-38
| -0.8% | -$2.96K | 0.04% | 114 |
|
2024
Q3 | $374K | Hold |
4,763
| – | – | 0.04% | 119 |
|
2024
Q2 | $347K | Sell |
4,763
-107
| -2% | -$7.78K | 0.04% | 122 |
|
2024
Q1 | $352K | Hold |
4,870
| – | – | 0.03% | 144 |
|
2023
Q4 | $299K | Hold |
4,870
| – | – | 0.03% | 147 |
|
2023
Q3 | $299K | Hold |
4,870
| – | – | 0.03% | 147 |
|
2023
Q2 | $310K | Hold |
4,870
| – | – | 0.03% | 141 |
|
2023
Q1 | $301K | Hold |
4,870
| – | – | 0.04% | 138 |
|
2022
Q4 | $302K | Buy |
+4,870
| New | +$302K | 0.04% | 137 |
|