Sheets Smith Wealth Management’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
Q4 | $316K | Buy |
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|
2025
Q3 | $312K | Buy |
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|
2025
Q2 | $295K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $234K | Buy |
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