UBS Group’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
Q3 | $118M | Buy |
|
|||||
|
2025
Q2 | $107M | Sell |
|
|||||
|
2025
Q1 | $104M | Buy |
|
|||||
|
2024
Q4 | $100M | Buy |
|
|||||
|
2024
Q3 | $99.7M | Buy |
|
|||||
|
2024
Q2 | $91.1M | Sell |
|
|||||
|
2024
Q1 | $91.3M | Sell |
|
|||||
|
2023
Q4 | $88.2M | Sell |
|
|||||
|
2023
Q3 | $82.8M | Buy |
|
|||||
|
2023
Q2 | $74.8M | Sell |
|
|||||
|
2023
Q1 | $74M | Sell |
|
|||||
|
2022
Q4 | $82.7M | Buy |
|
|||||
|
2022
Q3 | $70.9M | Buy |
|
|||||
|
2022
Q2 | $64.6M | Buy |
|
|||||
|
2022
Q1 | $67.1M | Buy |
|
|||||
|
2021
Q4 | $62M | Sell |
|
|||||
|
2021
Q3 | $57M | Buy |
|
|||||
|
2021
Q2 | $57.5M | Buy |
|
|||||
|
2021
Q1 | $53.6M | Buy |
|
|||||
|
2020
Q4 | $48.2M | Buy |
|
|||||
|
2020
Q3 | $43.3M | Buy |
|
|||||
|
2020
Q2 | $38.6M | Sell |
|
|||||
|
2020
Q1 | $36.6M | Buy |
|
|||||
|
2019
Q4 | $37.9M | Buy |
|
|||||
|
2019
Q3 | $31.8M | Sell |
|
|||||
|
2019
Q2 | $31.6M | Buy |
|
|||||
|
2019
Q1 | $28.7M | Sell |
|
|||||
|
2018
Q4 | $26.2M | Buy |
|
|||||
|
2018
Q3 | $22.7M | Buy |
|
|||||
|
2018
Q2 | $20.4M | Sell |
|
|||||
|
2018
Q1 | $20.9M | Buy |
|
|||||
|
2017
Q4 | $21M | Buy |
|
|||||
|
2017
Q3 | $19.8M | Buy |
|
|||||
|
2017
Q2 | $18.3M | Sell |
|
|||||
|
2017
Q1 | $18.1M | Sell |
|
|||||
|
2016
Q4 | $17.6M | Buy |
|
|||||
|
2016
Q3 | $16.9M | Sell |
|
|||||
|
2016
Q2 | $17.3M | Sell |
|
|||||
|
2016
Q1 | $17M | Sell |
|
|||||
|
2015
Q4 | $32.8M | Buy |
|
|||||
|
2015
Q3 | $29.1M | Sell |
|
|||||
|
2015
Q2 | $36.5M | Sell |
|
|||||
|
2015
Q1 | $41.5M | Buy |
|
|||||
|
2014
Q4 | $40.6M | Buy |
|