Valmark Advisers’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 | $495K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $390K | Buy |
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|
2024
Q4 | $315K | Hold |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $301K | Buy |
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|
2016
Q4 | $283K | Hold |
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|
2016
Q3 | $272K | Hold |
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|
2016
Q2 | $268K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $252K | Hold |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $262K | Hold |
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|
2014
Q3 | $252K | Hold |
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|
2014
Q2 | $251K | Hold |
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|
2014
Q1 | $239K | Hold |
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|
2013
Q4 | $235K | Hold |
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|
2013
Q3 | $217K | Hold |
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|
2013
Q2 | $212K | Buy |
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