Team Financial Group’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 | $1.78M | Buy |
21,690
+113
| +0.5% | +$9.28K | 0.88% | 15 |
|
|
2025
Q1 | $1.71M | Sell |
21,577
-3,601
| -14% | -$286K | 0.99% | 15 |
|
|
2024
Q4 | $1.96M | Buy |
25,178
+25
| +0.1% | +$1.95K | 1.12% | 17 |
|
|
2024
Q3 | $1.98M | Sell |
25,153
-117
| -0.5% | -$9.19K | 1.18% | 16 |
|
|
2024
Q2 | $1.84M | Buy |
25,270
+2,131
| +9% | +$155K | 1.18% | 16 |
|
|
2024
Q1 | $1.67M | Buy |
23,139
+1,496
| +7% | +$108K | 1.12% | 15 |
|
|
2023
Q4 | $1.44M | Buy |
21,643
+1,309
| +6% | +$86.9K | 1.03% | 16 |
|
|
2023
Q3 | $1.25M | Buy |
+20,334
| New | +$1.25M | 1.03% | 15 |
|