Waldron Private Wealth’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 | $498K | Hold |
6,058
| – | – | 0.02% | 191 |
|
|
2025
Q1 | $481K | Sell |
6,058
-125
| -2% | -$9.92K | 0.02% | 185 |
|
|
2024
Q4 | $481K | Hold |
6,183
| – | – | 0.02% | 256 |
|
|
2024
Q3 | $486K | Hold |
6,183
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $450K | Hold |
6,183
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $446K | Hold |
6,183
| – | – | 0.02% | 252 |
|
|
2023
Q4 | $410K | Sell |
6,183
-2,849
| -32% | -$189K | 0.02% | 263 |
|
|
2023
Q3 | $555K | Buy |
+9,032
| New | +$555K | 0.03% | 209 |
|