SFWC
Strategic Family Wealth Counselors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Buy |
111,545
+3,187
| +3% | +$262K | 2.61% | 12 |
|
|
2025
Q1 | $8.6M | Buy |
108,358
+1,727
| +2% | +$137K | 2.8% | 12 |
|
|
2024
Q4 | $8.29M | Buy |
106,631
+5,227
| +5% | +$407K | 2.7% | 11 |
|
|
2024
Q3 | $7.97M | Buy |
101,404
+9,905
| +11% | +$778K | 2.79% | 13 |
|
|
2024
Q2 | $6.66M | Buy |
91,499
+1,765
| +2% | +$128K | 2.53% | 13 |
|
|
2024
Q1 | $6.48M | Buy |
89,734
+2,632
| +3% | +$190K | 2.56% | 13 |
|
|
2023
Q4 | $5.78M | Buy |
87,102
+2,379
| +3% | +$158K | 2.42% | 17 |
|
|
2023
Q3 | $5.21M | Buy |
84,723
+548
| +0.7% | +$33.7K | 2.5% | 19 |
|
|
2023
Q2 | $5.35M | Buy |
84,175
+570
| +0.7% | +$36.3K | 2.46% | 19 |
|
|
2023
Q1 | $5.17M | Sell |
83,605
-3,166
| -4% | -$196K | 2.45% | 18 |
|
|
2022
Q4 | $5.38M | Sell |
86,771
-1,097
| -1% | -$68K | 2.66% | 14 |
|
|
2022
Q3 | $4.86M | Buy |
87,868
+2,337
| +3% | +$129K | 2.38% | 16 |
|
|
2022
Q2 | $5.06M | Buy |
85,531
+3,928
| +5% | +$232K | 2.43% | 16 |
|
|
2022
Q1 | $5.36M | Buy |
81,603
+3,998
| +5% | +$263K | 2.16% | 17 |
|
|
2021
Q4 | $5.13M | Buy |
77,605
+41,144
| +113% | +$2.72M | 1.64% | 20 |
|
|
2021
Q3 | $4.35M | Buy |
36,461
+2,504
| +7% | +$299K | 1.49% | 20 |
|
|
2021
Q2 | $4.09M | Buy |
33,957
+3,002
| +10% | +$361K | 1.34% | 20 |
|
|
2021
Q1 | $3.55M | Sell |
30,955
-10
| -0% | -$1.15K | 1.34% | 19 |
|
|
2020
Q4 | $3.33M | Buy |
30,965
+114
| +0.4% | +$12.3K | 1.72% | 18 |
|
|
2020
Q3 | $2.99M | Buy |
30,851
+3,381
| +12% | +$328K | 1.68% | 18 |
|
|
2020
Q2 | $2.55M | Buy |
27,470
+155
| +0.6% | +$14.4K | 1.61% | 20 |
|
|
2020
Q1 | $2.21M | Buy |
27,315
+8,597
| +46% | +$696K | 1.65% | 18 |
|
|
2019
Q4 | $1.98M | Buy |
18,718
+583
| +3% | +$61.8K | 1.6% | 18 |
|
|
2019
Q3 | $1.8M | Buy |
18,135
+578
| +3% | +$57.3K | 1.36% | 20 |
|
|
2019
Q2 | $1.7M | Sell |
17,557
-1,618
| -8% | -$157K | 1.32% | 19 |
|
|
2019
Q1 | $1.81M | Buy |
19,175
+3,896
| +25% | +$367K | 1.46% | 19 |
|
|
2018
Q4 | $1.29M | Buy |
+15,279
| New | +$1.29M | 1.46% | 18 |
|