Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $191K | Hold |
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|
2025
Q3 | $189K | Hold |
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|
2025
Q2 | $178K | Hold |
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|
2025
Q1 | $172K | Hold |
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|
2024
Q4 | $169K | Hold |
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|
2024
Q3 | $170K | Hold |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $133K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $134K | Hold |
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|
2022
Q3 | $120K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $142K | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $4.07M | Buy |
|