Toth Financial Advisory’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 | $22K | Hold |
268
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $21.3K | Hold |
268
| – | – | ﹤0.01% | 393 |
|
|
2024
Q4 | $20.8K | Hold |
268
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $21.1K | Hold |
268
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $19.5K | Hold |
268
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $19.3K | Hold |
268
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $17.8K | Hold |
268
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $16.5K | Hold |
268
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $17K | Hold |
268
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $16.6K | Sell |
268
-50
| -16% | -$3.09K | ﹤0.01% | 403 |
|
|
2022
Q4 | $19.7K | Sell |
318
-100
| -24% | -$6.2K | ﹤0.01% | 379 |
|
|
2022
Q3 | $23K | Hold |
418
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $25K | Buy |
+418
| New | +$25K | ﹤0.01% | 344 |
|