ShoreHaven Wealth Partners’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
Q2 | $812K | Sell |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $793K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $809K | Sell |
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|
2024
Q1 | $875K | Sell |
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|
2023
Q4 | $860K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $11.6M | Sell |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $6.37M | Sell |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $10.9M | Buy |
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|
2020
Q4 | $9.82M | Buy |
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