Washington Trust Advisors’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 | $88.3K | Sell |
1,075
-100
| -9% | -$8.21K | 0.01% | 270 |
|
|
2025
Q1 | $93.3K | Sell |
1,175
-150
| -11% | -$11.9K | 0.01% | 258 |
|
|
2024
Q4 | $103K | Hold |
1,325
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $104K | Hold |
1,325
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $96.4K | Sell |
1,325
-200
| -13% | -$14.6K | 0.01% | 255 |
|
|
2024
Q1 | $110K | Hold |
1,525
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $101K | Hold |
1,525
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $93.8K | Sell |
1,525
-100
| -6% | -$6.15K | 0.01% | 245 |
|
|
2023
Q2 | $103K | Sell |
1,625
-100
| -6% | -$6.36K | 0.01% | 236 |
|
|
2023
Q1 | $107K | Sell |
1,725
-350
| -17% | -$21.7K | 0.01% | 235 |
|
|
2022
Q4 | $129K | Hold |
2,075
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $115K | Hold |
2,075
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $123K | Sell |
2,075
-35
| -2% | -$2.08K | 0.01% | 262 |
|
|
2022
Q1 | $139K | Sell |
2,110
-210
| -9% | -$13.8K | 0.01% | 292 |
|
|
2021
Q4 | $153K | Buy |
+2,320
| New | +$153K | 0.01% | 289 |
|