TWD
True Wealth Design’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,631
| Closed | -$3.25M | – | 1289 |
|
|
2024
Q2 | $3.25M | Sell |
44,631
-50
| -0.1% | -$3.64K | 0.8% | 17 |
|
|
2024
Q1 | $3.23M | Sell |
44,681
-621
| -1% | -$44.8K | 0.8% | 18 |
|
|
2023
Q4 | $3.01M | Sell |
45,302
-175
| -0.4% | -$11.6K | 0.85% | 18 |
|
|
2023
Q3 | $2.8M | Sell |
45,477
-2,931
| -6% | -$180K | 0.94% | 18 |
|
|
2023
Q2 | $3.08M | Sell |
48,408
-259
| -0.5% | -$16.5K | 1.13% | 16 |
|
|
2023
Q1 | $3.01M | Hold |
48,667
| – | – | 1.26% | 15 |
|
|
2022
Q4 | $3.01M | Buy |
+48,667
| New | +$3.01M | 1.39% | 13 |
|