Sheets Smith Wealth Management’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 | $295K | Buy |
3,587
+3
| +0.1% | +$246 | 0.03% | 345 |
|
|
2025
Q1 | $284K | Buy |
3,584
+11
| +0.3% | +$873 | 0.04% | 306 |
|
|
2024
Q4 | $278K | Buy |
3,573
+13
| +0.4% | +$1.01K | 0.03% | 322 |
|
|
2024
Q3 | $280K | Buy |
3,560
+5
| +0.1% | +$393 | 0.03% | 322 |
|
|
2024
Q2 | $259K | Buy |
3,555
+2
| +0.1% | +$146 | 0.03% | 334 |
|
|
2024
Q1 | $256K | Buy |
3,553
+2
| +0.1% | +$144 | 0.03% | 338 |
|
|
2023
Q4 | $236K | Sell |
3,551
-22
| -0.6% | -$1.46K | 0.03% | 314 |
|
|
2023
Q3 | $220K | Buy |
3,573
+2
| +0.1% | +$123 | 0.03% | 297 |
|
|
2023
Q2 | $227K | Sell |
3,571
-205
| -5% | -$13K | 0.03% | 301 |
|
|
2023
Q1 | $234K | Buy |
+3,776
| New | +$234K | 0.04% | 287 |
|