Sequoia 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 | $693K | Buy |
8,434
+607
| +8% | +$49.9K | ﹤0.01% | 846 |
|
|
2025
Q1 | $621K | Buy |
+7,827
| New | +$621K | ﹤0.01% | 772 |
|
|
2022
Q4 | – | Sell |
-6,596
| Closed | -$364K | – | 804 |
|
|
2022
Q3 | $364K | Sell |
6,596
-559
| -8% | -$30.8K | 0.01% | 341 |
|
|
2022
Q2 | $423K | Sell |
7,155
-315
| -4% | -$18.6K | 0.01% | 359 |
|
|
2022
Q1 | $491K | Buy |
7,470
+660
| +10% | +$43.4K | 0.01% | 363 |
|
|
2021
Q4 | $450K | Buy |
+6,810
| New | +$450K | 0.01% | 347 |
|
|
2021
Q3 | – | Sell |
-6,810
| Closed | -$410K | – | 308 |
|
|
2021
Q2 | $410K | Buy |
+6,810
| New | +$410K | 0.02% | 314 |
|