Tiemann Investment 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 | $232K | Hold |
2,824
| – | – | 0.1% | 171 |
|
|
2025
Q1 | $224K | Hold |
2,824
| – | – | 0.1% | 174 |
|
|
2024
Q4 | $220K | Hold |
2,824
| – | – | 0.1% | 179 |
|
|
2024
Q3 | $222K | Hold |
2,824
| – | – | 0.1% | 178 |
|
|
2024
Q2 | $205K | Hold |
2,824
| – | – | 0.09% | 179 |
|
|
2024
Q1 | $204K | Buy |
+2,824
| New | +$204K | 0.09% | 196 |
|
|
2021
Q1 | – | Sell |
-5,706
| Closed | -$307K | – | 207 |
|
|
2020
Q4 | $307K | Buy |
+5,706
| New | +$307K | 0.16% | 143 |
|