SignatureFD’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
$6.93K Sell
84
-1,364
-94% -$113K ﹤0.01% 2464
2025
Q1
$115K Hold
1,448
﹤0.01% 1137
2024
Q4
$113K Buy
1,448
+1
+0.1% +$78 ﹤0.01% 1171
2024
Q3
$114K Buy
1,447
+20
+1% +$1.57K ﹤0.01% 1155
2024
Q2
$104K Buy
1,427
+21
+1% +$1.53K ﹤0.01% 1143
2024
Q1
$102K Hold
1,406
﹤0.01% 1174
2023
Q4
$93.3K Hold
1,406
﹤0.01% 1142
2023
Q3
$86.5K Hold
1,406
﹤0.01% 1136
2023
Q2
$89.4K Buy
1,406
+1
+0.1% +$64 ﹤0.01% 1115
2023
Q1
$86.9K Buy
1,405
+41
+3% +$2.54K ﹤0.01% 1115
2022
Q4
$84.5K Hold
1,364
﹤0.01% 1098
2022
Q3
$75K Hold
1,364
﹤0.01% 1095
2022
Q2
$81K Hold
1,364
﹤0.01% 1069
2022
Q1
$90K Hold
1,364
﹤0.01% 1082
2021
Q4
$90K Hold
1,364
﹤0.01% 1070
2021
Q3
$81K Hold
1,364
﹤0.01% 1072
2021
Q2
$82K Hold
1,364
﹤0.01% 1034
2021
Q1
$78K Hold
1,364
﹤0.01% 979
2020
Q4
$73K Hold
1,364
﹤0.01% 916
2020
Q3
$66K Hold
1,364
﹤0.01% 860
2020
Q2
$63K Hold
1,364
﹤0.01% 860
2020
Q1
$55K Buy
1,364
+192
+16% +$7.74K ﹤0.01% 852
2019
Q4
$62K Hold
1,172
﹤0.01% 893
2019
Q3
$58K Hold
1,172
﹤0.01% 863
2019
Q2
$57K Buy
1,172
+24
+2% +$1.17K ﹤0.01% 852
2019
Q1
$54K Hold
1,148
﹤0.01% 845
2018
Q4
$48K Buy
+1,148
New +$48K ﹤0.01% 861
2016
Q3
Sell
-1,412
Closed -$53K 1587
2016
Q2
$53K Hold
1,412
0.01% 463
2016
Q1
$52K Sell
1,412
-1,590
-53% -$58.6K 0.01% 415
2015
Q4
$107K Buy
3,002
+16
+0.5% +$570 0.02% 229
2015
Q3
$100K Hold
2,986
0.02% 217
2015
Q2
$108K Sell
2,986
-6,002
-67% -$217K 0.02% 209
2015
Q1
$329K Sell
8,988
-26,700
-75% -$977K 0.08% 97
2014
Q4
$1.32M Buy
+35,688
New +$1.32M 0.33% 28