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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.49M | Sell |
61,414
-5,471
| -8% | -$497K | 0.76% | 26 |
|
|
2025
Q4 | $5.89M | Buy |
66,885
+8
| +0% | +$699 | 0.83% | 24 |
|
|
2025
Q3 | $5.82M | Sell |
66,877
-995
| -1% | -$84.2K | 0.88% | 25 |
|
|
2025
Q2 | $5.58M | Sell |
67,872
-5,373
| -7% | -$420K | 0.95% | 23 |
|
|
2025
Q1 | $5.81M | Sell |
73,245
-3,962
| -5% | -$316K | 1.13% | 18 |
|
|
2024
Q4 | $6.01M | Sell |
77,207
-4,367
| -5% | -$348K | 1.21% | 18 |
|
|
2024
Q3 | $6.41M | Sell |
81,574
-1,917
| -2% | -$145K | 1.28% | 17 |
|
|
2024
Q2 | $6.07M | Sell |
83,491
-6,360
| -7% | -$453K | 1.31% | 17 |
|
|
2024
Q1 | $6.49M | Sell |
89,851
-4,217
| -4% | -$290K | 1.47% | 16 |
|
|
2023
Q4 | $6.24M | Sell |
94,068
-30,238
| -24% | -$1.9M | 1.52% | 16 |
|
|
2023
Q3 | $7.64M | Sell |
124,306
-66,875
| -35% | -$4.27M | 2.01% | 13 |
|
|
2023
Q2 | $12.2M | Buy |
191,181
+2,732
| +1% | +$169K | 3.28% | 9 |
|
|
2023
Q1 | $11.7M | Sell |
188,449
-27,235
| -13% | -$1.69M | 3.42% | 10 |
|
|
2022
Q4 | $13.4M | Buy |
215,684
+503
| +0.2% | +$30.7K | 4.39% | 7 |
|
|
2022
Q3 | $11.9M | Buy |
215,181
+8,844
| +4% | +$536K | 4.19% | 8 |
|
|
2022
Q2 | $12.2M | Sell |
206,337
-7,196
| -3% | -$452K | 4.1% | 5 |
|
|
2022
Q1 | $14M | Buy |
+213,533
| New | +$13.8M | 4.84% | 6 |
|
|
2021
Q4 | – | Sell |
-190,116
| Closed | -$11.3M | – | 74 |
|
|
2021
Q3 | $11.3M | Buy |
190,116
+18,074
| +11% | +$1.11M | 4.24% | 6 |
|
|
2021
Q2 | $10.3M | Buy |
172,042
+5,966
| +4% | +$356K | 4.1% | 8 |
|
|
2021
Q1 | $9.52M | Buy |
166,076
+16,108
| +11% | +$886K | 4.04% | 9 |
|
|
2020
Q4 | $8.06M | Buy |
149,968
+3,136
| +2% | +$161K | 3.69% | 8 |
|
|
2020
Q3 | $7.12M | Buy |
146,832
+4,848
| +3% | +$235K | 3.9% | 7 |
|
|
2020
Q2 | $6.59M | Sell |
141,984
-25,898
| -15% | -$1.17M | 3.87% | 7 |
|
|
2020
Q1 | $6.79M | Buy |
167,882
+4,966
| +3% | +$243K | 4.91% | 5 |
|
|
2019
Q4 | $8.63M | Buy |
+162,916
| New | +$8.3M | 5.52% | 3 |
|
Other funds holding DLN
GVAG
TC