Sound Income Strategies’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
$8.96K Buy
109
+3
+3% +$246 ﹤0.01% 964
2025
Q1
$8.41K Hold
106
﹤0.01% 947
2024
Q4
$8.25K Hold
106
﹤0.01% 882
2024
Q3
$8.33K Hold
106
﹤0.01% 835
2024
Q2
$7.71K Hold
106
﹤0.01% 830
2024
Q1
$7.65K Hold
106
﹤0.01% 824
2023
Q4
$7.04K Hold
106
﹤0.01% 814
2023
Q3
$6.52K Hold
106
﹤0.01% 686
2023
Q2
$6.74K Hold
106
﹤0.01% 676
2023
Q1
$6.56K Hold
106
﹤0.01% 652
2022
Q4
$6.57K Hold
106
﹤0.01% 604
2022
Q3
$6K Hold
106
﹤0.01% 551
2022
Q2
$6K Hold
106
﹤0.01% 556
2022
Q1
$7K Hold
106
﹤0.01% 537
2021
Q4
$7K Hold
106
﹤0.01% 527
2021
Q3
$6K Hold
106
﹤0.01% 535
2021
Q2
$6K Hold
106
﹤0.01% 566
2021
Q1
$6.08K Hold
106
﹤0.01% 584
2020
Q4
$6K Hold
106
﹤0.01% 547
2020
Q3
$5K Hold
106
﹤0.01% 536
2020
Q2
$5K Hold
106
﹤0.01% 496
2020
Q1
$4K Hold
106
﹤0.01% 477
2019
Q4
$6K Hold
106
﹤0.01% 421
2019
Q3
$5K Hold
106
﹤0.01% 415
2019
Q2
$5K Hold
106
﹤0.01% 432
2019
Q1
$5K Hold
106
﹤0.01% 427
2018
Q4
$4K Hold
106
﹤0.01% 455
2018
Q3
$5K Hold
106
﹤0.01% 450
2018
Q2
$5K Hold
106
﹤0.01% 419
2018
Q1
$5K Hold
106
﹤0.01% 382
2017
Q4
$5K Buy
+106
New +$5K ﹤0.01% 318