Seven Springs Wealth Group’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 | $296K | Hold |
3,600
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $286K | Hold |
3,600
| – | – | 0.1% | 65 |
|
|
2024
Q4 | $280K | Hold |
3,600
| – | – | 0.1% | 64 |
|
|
2024
Q3 | $283K | Hold |
3,600
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $262K | Hold |
3,600
| – | – | 0.1% | 58 |
|
|
2024
Q1 | $260K | Hold |
3,600
| – | – | 0.1% | 59 |
|
|
2023
Q4 | $239K | Hold |
3,600
| – | – | 0.11% | 54 |
|
|
2023
Q3 | $221K | Hold |
3,600
| – | – | 0.11% | 54 |
|
|
2023
Q2 | $229K | Hold |
3,600
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $223K | Hold |
3,600
| – | – | 0.11% | 58 |
|
|
2022
Q4 | $223K | Buy |
+3,600
| New | +$223K | 0.11% | 53 |
|
|
2022
Q3 | – | Sell |
-3,600
| Closed | -$213K | – | 60 |
|
|
2022
Q2 | $213K | Hold |
3,600
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $237K | Hold |
3,600
| – | – | 0.11% | 61 |
|
|
2021
Q4 | $238K | Hold |
3,600
| – | – | 0.11% | 59 |
|
|
2021
Q3 | $215K | Hold |
3,600
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $217K | Hold |
3,600
| – | – | 0.09% | 72 |
|
|
2021
Q1 | $206K | Hold |
3,600
| – | – | 0.1% | 49 |
|
|
2020
Q4 | $194K | Hold |
3,600
| – | – | 0.1% | 50 |
|
|
2020
Q3 | $175K | Hold |
3,600
| – | – | 0.11% | 50 |
|
|
2020
Q2 | $167K | Hold |
3,600
| – | – | 0.11% | 48 |
|
|
2020
Q1 | $146K | Hold |
3,600
| – | – | 0.1% | 54 |
|
|
2019
Q4 | $191K | Buy |
+3,600
| New | +$191K | 0.13% | 54 |
|