United Advisor Group’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 | $8.92M | Sell |
108,544
-404
| -0.4% | -$33.2K | 1.54% | 10 |
|
|
2025
Q1 | $8.65M | Buy |
108,948
+5,685
| +6% | +$451K | 1.77% | 10 |
|
|
2024
Q4 | $8.03M | Buy |
103,263
+11,021
| +12% | +$857K | 1.59% | 9 |
|
|
2024
Q3 | $7.25M | Buy |
92,242
+13,574
| +17% | +$1.07M | 1.64% | 10 |
|
|
2024
Q2 | $5.72M | Buy |
78,668
+11,245
| +17% | +$818K | 1.78% | 12 |
|
|
2024
Q1 | $4.87M | Buy |
+67,423
| New | +$4.87M | 1.83% | 12 |
|