Trust Company of Vermont’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 | $20.2K | Hold |
246
| – | – | ﹤0.01% | 713 |
|
|
2025
Q1 | $19.5K | Hold |
246
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $19.1K | Hold |
246
| – | – | ﹤0.01% | 689 |
|
|
2024
Q3 | $19.3K | Hold |
246
| – | – | ﹤0.01% | 663 |
|
|
2024
Q2 | $17.9K | Hold |
246
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $17.8K | Buy |
+246
| New | +$17.8K | ﹤0.01% | 640 |
|
|
2023
Q4 | – | Sell |
-246
| Closed | -$15.1K | – | 823 |
|
|
2023
Q3 | $15.1K | Hold |
246
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $15.6K | Hold |
246
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $15.2K | Hold |
246
| – | – | ﹤0.01% | 638 |
|
|
2022
Q4 | $15.2K | Hold |
246
| – | – | ﹤0.01% | 620 |
|
|
2022
Q3 | $14K | Hold |
246
| – | – | ﹤0.01% | 650 |
|
|
2022
Q2 | $15K | Buy |
+246
| New | +$15K | ﹤0.01% | 614 |
|