TS Financial Group (TSFG)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Buy |
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|
2025
Q1 | $46K | Buy |
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|
2024
Q4 | $45K | Buy |
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|
2024
Q3 | $45K | Buy |
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|
2024
Q2 | $42K | Buy |
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|
2024
Q1 | $41K | Sell |
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|
2023
Q4 | $41K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $40K | Hold |
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|
2023
Q1 | $38K | Hold |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Buy |
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