St Louis Trust’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
Q3
$205K Buy
2025
Q1
Sell
2024
Q4
$367K Hold
2024
Q3
$371K Hold
2024
Q2
$343K Hold
2024
Q1
$327K Hold
2023
Q4
$313K Hold
2023
Q3
$290K Hold
2023
Q2
$298K Hold
2023
Q1
$292K Hold
2022
Q4
$292K Buy
2022
Q3
Sell
2022
Q2
$279K Hold
2022
Q1
$310K Hold
2021
Q4
$312K Buy