Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.85M | Sell |
54,303
-653
| -1% | -$59.4K | 0.13% | 158 |
|
|
2025
Q4 | $4.84M | Buy |
54,956
+119
| +0.2% | +$10.4K | 0.13% | 153 |
|
|
2025
Q3 | $4.77M | Sell |
54,837
-1,872
| -3% | -$158K | 0.14% | 148 |
|
|
2025
Q2 | $4.66M | Buy |
56,709
+3,216
| +6% | +$251K | 0.14% | 147 |
|
|
2025
Q1 | $4.25M | Sell |
53,493
-733
| -1% | -$58.5K | 0.14% | 153 |
|
|
2024
Q4 | $4.22M | Buy |
54,226
+886
| +2% | +$70.6K | 0.13% | 161 |
|
|
2024
Q3 | $4.19M | Buy |
53,340
+62
| +0.1% | +$4.68K | 0.13% | 161 |
|
|
2024
Q2 | $3.88M | Buy |
53,278
+3,468
| +7% | +$247K | 0.12% | 163 |
|
|
2024
Q1 | $3.6M | Buy |
49,810
+32,153
| +182% | +$2.21M | 0.11% | 190 |
|
|
2023
Q4 | $1.17M | Sell |
17,657
-22,953
| -57% | -$1.44M | 0.09% | 240 |
|
|
2023
Q3 | $2.5M | Sell |
40,610
-326
| -0.8% | -$20.8K | 0.09% | 230 |
|
|
2023
Q2 | $2.6M | Sell |
40,936
-9,696
| -19% | -$602K | 0.09% | 233 |
|
|
2023
Q1 | $3.13M | Buy |
50,632
+440
| +0.9% | +$27.3K | 0.1% | 200 |
|
|
2022
Q4 | $3.11M | Sell |
50,192
-1,078
| -2% | -$65.8K | 0.11% | 194 |
|
|
2022
Q3 | $2.83M | Buy |
51,270
+464
| +0.9% | +$28.1K | 0.11% | 195 |
|
|
2022
Q2 | $3M | Sell |
50,806
-3,588
| -7% | -$226K | 0.11% | 202 |
|
|
2022
Q1 | $3.58M | Buy |
54,394
+167
| +0.3% | +$10.8K | 0.11% | 194 |
|
|
2021
Q4 | $3.58M | Sell |
54,227
-7,401
| -12% | -$468K | 0.1% | 216 |
|
|
2021
Q3 | $3.68M | Buy |
61,628
+6
| +0% | +$370 | 0.11% | 199 |
|
|
2021
Q2 | $3.71M | Buy |
61,622
+13,796
| +29% | +$823K | 0.11% | 210 |
|
|
2021
Q1 | $2.74M | Buy |
47,826
+6,188
| +15% | +$340K | 0.09% | 253 |
|
|
2020
Q4 | $2.24M | Buy |
41,638
+17,770
| +74% | +$910K | 0.08% | 263 |
|
|
2020
Q3 | $1.16M | Buy |
23,868
+10,352
| +77% | +$503K | 0.05% | 365 |
|
|
2020
Q2 | $628K | Sell |
13,516
-11,004
| -45% | -$495K | 0.03% | 510 |
|
|
2020
Q1 | $992K | Sell |
24,520
-14,682
| -37% | -$719K | 0.06% | 321 |
|
|
2019
Q4 | $2.08M | Buy |
39,202
+19,610
| +100% | +$999K | 0.09% | 232 |
|
|
2019
Q3 | $971K | Buy |
+19,592
| New | +$955K | 0.05% | 375 |
|
Other funds holding DLN
GVAG
TC