Stratos Wealth Advisors’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 | $8.59M | Sell |
104,628
-1,060
| -1% | -$87.1K | 0.45% | 54 |
|
|
2025
Q1 | $8.39M | Buy |
105,688
+1,637
| +2% | +$130K | 0.46% | 54 |
|
|
2024
Q4 | $8.09M | Sell |
104,051
-497
| -0.5% | -$38.7K | 0.39% | 64 |
|
|
2024
Q3 | $8.21M | Buy |
104,548
+650
| +0.6% | +$51.1K | 0.38% | 63 |
|
|
2024
Q2 | $7.56M | Buy |
103,898
+1,463
| +1% | +$106K | 0.37% | 67 |
|
|
2024
Q1 | $7.39M | Buy |
102,435
+2,472
| +2% | +$178K | 0.44% | 56 |
|
|
2023
Q4 | $6.64M | Sell |
99,963
-364
| -0.4% | -$24.2K | 0.38% | 61 |
|
|
2023
Q3 | $6.17M | Buy |
100,327
+1,852
| +2% | +$114K | 0.41% | 58 |
|
|
2023
Q2 | $6.26M | Sell |
98,475
-584
| -0.6% | -$37.1K | 0.44% | 52 |
|
|
2023
Q1 | $6.13M | Sell |
99,059
-690
| -0.7% | -$42.7K | 0.47% | 46 |
|
|
2022
Q4 | $6.18M | Buy |
99,749
+4,639
| +5% | +$287K | 0.52% | 39 |
|
|
2022
Q3 | $5.26M | Buy |
95,110
+4,442
| +5% | +$245K | 0.55% | 33 |
|
|
2022
Q2 | $5.36M | Buy |
90,668
+4,082
| +5% | +$241K | 0.49% | 43 |
|
|
2022
Q1 | $5.69M | Buy |
86,586
+3,891
| +5% | +$256K | 0.46% | 49 |
|
|
2021
Q4 | $5.46M | Buy |
82,695
+2,685
| +3% | +$177K | 0.39% | 61 |
|
|
2021
Q3 | $4.77M | Buy |
80,010
+1,742
| +2% | +$104K | 0.41% | 59 |
|
|
2021
Q2 | $4.71M | Buy |
78,268
+5,338
| +7% | +$321K | 0.42% | 61 |
|
|
2021
Q1 | $4.18M | Buy |
72,930
+2,056
| +3% | +$118K | 0.44% | 59 |
|
|
2020
Q4 | $3.81M | Buy |
70,874
+7,172
| +11% | +$386K | 0.53% | 48 |
|
|
2020
Q3 | $3.09M | Buy |
63,702
+2,920
| +5% | +$142K | 0.75% | 37 |
|
|
2020
Q2 | $2.82M | Buy |
60,782
+17,882
| +42% | +$831K | 0.87% | 34 |
|
|
2020
Q1 | $1.74M | Buy |
42,900
+10,624
| +33% | +$430K | 1.23% | 15 |
|
|
2019
Q4 | $1.71M | Buy |
+32,276
| New | +$1.71M | 0.97% | 24 |
|