SignalPoint Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $367K | Sell |
4,719
-936
| -17% | -$74.6K | 0.09% | 169 |
|
|
2024
Q3 | $442K | Sell |
5,655
-245
| -4% | -$18.5K | 0.1% | 167 |
|
|
2024
Q2 | $429K | Buy |
5,900
+8
| +0.1% | +$569 | 0.11% | 166 |
|
|
2024
Q1 | $425K | Sell |
5,892
-43
| -0.7% | -$2.95K | 0.12% | 161 |
|
|
2023
Q4 | $393K | Sell |
5,935
-31
| -0.5% | -$1.95K | 0.12% | 157 |
|
|
2023
Q3 | $367K | Sell |
5,966
-6,066
| -50% | -$387K | 0.12% | 154 |
|
|
2023
Q2 | $381K | Buy |
12,032
+5,986
| +99% | +$371K | 0.12% | 153 |
|
|
2023
Q1 | $374K | Sell |
6,046
-25
| -0.4% | -$1.55K | 0.12% | 151 |
|
|
2022
Q4 | $376K | Sell |
6,071
-88
| -1% | -$5.37K | 0.13% | 148 |
|
|
2022
Q3 | $340K | Sell |
6,159
-368
| -6% | -$22.3K | 0.13% | 151 |
|
|
2022
Q2 | $385K | Sell |
6,527
-12
| -0.2% | -$754 | 0.14% | 143 |
|
|
2022
Q1 | $430K | Sell |
6,539
-17
| -0.3% | -$1.1K | 0.14% | 142 |
|
|
2021
Q4 | $432K | Sell |
6,556
-134
| -2% | -$8.48K | 0.13% | 144 |
|
|
2021
Q3 | $399K | Sell |
6,690
-626
| -9% | -$38.6K | 0.13% | 147 |
|
|
2021
Q2 | $440K | Buy |
7,316
+82
| +1% | +$4.89K | 0.14% | 145 |
|
|
2021
Q1 | $415K | Sell |
7,234
-978
| -12% | -$53.8K | 0.15% | 143 |
|
|
2020
Q4 | $441K | Sell |
8,212
-416
| -5% | -$21.3K | 0.17% | 124 |
|
|
2020
Q3 | $419K | Sell |
8,628
-444
| -5% | -$21.6K | 0.17% | 117 |
|
|
2020
Q2 | $421K | Sell |
9,072
-338
| -4% | -$15.2K | 0.19% | 104 |
|
|
2020
Q1 | $381K | Buy |
9,410
+966
| +11% | +$47.3K | 0.2% | 95 |
|
|
2019
Q4 | $447K | Sell |
8,444
-252
| -3% | -$12.8K | 0.19% | 107 |
|
|
2019
Q3 | $431K | Sell |
8,696
-46
| -0.5% | -$2.24K | 0.19% | 107 |
|
|
2019
Q2 | $424K | Sell |
8,742
-4,564
| -34% | -$218K | 0.2% | 126 |
|
|
2019
Q1 | $627K | Sell |
13,306
-22
| -0.2% | -$1K | 0.27% | 89 |
|
|
2018
Q4 | $563K | Buy |
+13,328
| New | +$604K | 0.27% | 94 |
|
|
2018
Q3 | – | Sell |
-12,452
| Closed | -$558K | – | 212 |
|
|
2018
Q2 | $558K | Buy |
12,452
+60
| +0.5% | +$2.69K | 0.27% | 108 |
|
|
2018
Q1 | $548K | Buy |
12,392
+802
| +7% | +$37K | 0.26% | 111 |
|
|
2017
Q4 | $534K | Sell |
11,590
-760
| -6% | -$34.1K | 0.26% | 109 |
|
|
2017
Q3 | $536K | Buy |
12,350
+12,118
| +5,223% | +$516K | 0.27% | 103 |
|
|
2017
Q2 | $10K | Buy |
+232
| New | +$9.7K | ﹤0.01% | 136 |
|
|
2017
Q1 | – | Sell |
-10,892
| Closed | -$435K | – | 162 |
|
|
2016
Q4 | $435K | Sell |
10,892
-80
| -0.7% | -$3.1K | 0.11% | 164 |
|
|
2016
Q3 | $422K | Sell |
10,972
-1,146
| -9% | -$44.3K | 0.11% | 156 |
|
|
2016
Q2 | $459K | Sell |
12,118
-1,122
| -8% | -$41.5K | 0.19% | 118 |
|
|
2016
Q1 | $486K | Buy |
+13,240
| New | +$459K | 0.21% | 104 |
|
Other funds holding DLN
EWM
GVAG
SignalPoint Asset Management's DLN Position: Q4 2024 in Review
SignalPoint Asset Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 17% in Q4 2024, selling an estimated $74.6K and leaving 4,719 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #169.
SignalPoint Asset Management first reported a position in DLN in Q1 2016 and has held it in 34 quarters since. The position peaked at $627K in Q1 2019. 407 funds tracked by Wall St. Rank hold DLN as of Q4 2024.
- SignalPoint Asset Management held 4,719 shares of WisdomTree US LargeCap Dividend Fund worth $367K as of Q4 2024.
- SignalPoint Asset Management sold 936 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $74.6K.
- WisdomTree US LargeCap Dividend Fund made up 0.09% of SignalPoint Asset Management's portfolio in Q4 2024, its #169 holding.
- SignalPoint Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and has held it in 34 quarters since.
- SignalPoint Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $627K in Q1 2019.
- 407 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.
Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.