Traverso Chambers Private Wealth Management’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
2023
Q4
$16.9M Buy
2023
Q3
$15.3M Sell
2023
Q2
$15.9M Buy
2023
Q1
$15.3M Buy
2022
Q4
$15.1M Sell
2022
Q3
$13.5M Buy
2022
Q2
$8.12M Sell
2022
Q1
$9.05M Buy
2021
Q4
$9.02M Buy
2021
Q3
$8.09M Buy
2021
Q2
$8.09M Sell
2021
Q1
$7.71M Sell
2020
Q4
$7.24M Sell
2020
Q3
$6.59M Buy
2020
Q2
$6.16M Buy
2020
Q1
$5.23M Buy
2019
Q4
$6.43M Sell
2019
Q3
$12.5M Buy
2019
Q2
$11.8M Sell
2019
Q1
$13M Buy
2018
Q4
$11.5M Buy