Tobias Financial Advisors’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
Q2 | $5.58M | Sell |
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|
2025
Q1 | $5.81M | Sell |
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|
2024
Q4 | $6.01M | Sell |
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|
2024
Q3 | $6.41M | Sell |
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|
2024
Q2 | $6.07M | Sell |
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|
2024
Q1 | $6.49M | Sell |
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|
2023
Q4 | $6.24M | Sell |
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|
2023
Q3 | $7.64M | Sell |
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|
2023
Q2 | $12.2M | Buy |
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|
2023
Q1 | $11.7M | Sell |
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $12.2M | Sell |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11.3M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $9.52M | Buy |
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|
2020
Q4 | $8.06M | Buy |
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|
2020
Q3 | $7.12M | Buy |
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|
2020
Q2 | $6.59M | Sell |
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|
2020
Q1 | $6.79M | Buy |
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|
2019
Q4 | $8.63M | Buy |
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