Spire Wealth Management’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 | $178K | Hold |
2,168
| – | – | 0.01% | 797 |
|
|
2025
Q1 | $172K | Hold |
2,168
| – | – | 0.01% | 859 |
|
|
2024
Q4 | $169K | Hold |
2,168
| – | – | 0.01% | 871 |
|
|
2024
Q3 | $170K | Hold |
2,168
| – | – | 0.01% | 774 |
|
|
2024
Q2 | $158K | Hold |
2,168
| – | – | 0.01% | 772 |
|
|
2024
Q1 | $157K | Hold |
2,168
| – | – | ﹤0.01% | 849 |
|
|
2023
Q4 | $145K | Hold |
2,168
| – | – | ﹤0.01% | 874 |
|
|
2023
Q3 | $133K | Hold |
2,168
| – | – | 0.01% | 842 |
|
|
2023
Q2 | $138K | Hold |
2,168
| – | – | 0.01% | 857 |
|
|
2023
Q1 | $134K | Hold |
2,168
| – | – | 0.01% | 869 |
|
|
2022
Q4 | $134K | Hold |
2,168
| – | – | 0.01% | 650 |
|
|
2022
Q3 | $120K | Hold |
2,168
| – | – | 0.01% | 649 |
|
|
2022
Q2 | $128K | Hold |
2,168
| – | – | 0.01% | 935 |
|
|
2022
Q1 | $142K | Sell |
2,168
-16,996
| -89% | -$1.11M | ﹤0.01% | 1043 |
|
|
2021
Q4 | $1.27M | Buy |
19,164
+16,996
| +784% | +$1.12M | 0.03% | 402 |
|
|
2021
Q3 | $129K | Hold |
2,168
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q2 | $130K | Sell |
2,168
-69,134
| -97% | -$4.15M | ﹤0.01% | 1092 |
|
|
2021
Q1 | $4.07M | Buy |
+71,302
| New | +$4.07M | 0.11% | 178 |
|