Wealth Enhancement Advisory Services’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 | $11.2M | Sell |
133,991
-2,919
| -2% | -$244K | 0.02% | 592 |
|
|
2025
Q1 | $10.9M | Sell |
136,910
-6,826
| -5% | -$542K | 0.02% | 557 |
|
|
2024
Q4 | $11.2M | Buy |
143,736
+6,796
| +5% | +$529K | 0.02% | 525 |
|
|
2024
Q3 | $10.8M | Sell |
136,940
-1,063
| -0.8% | -$83.5K | 0.02% | 496 |
|
|
2024
Q2 | $10M | Buy |
138,003
+1,082
| +0.8% | +$78.7K | 0.02% | 486 |
|
|
2024
Q1 | $9.88M | Sell |
136,921
-1,113
| -0.8% | -$80.3K | 0.03% | 482 |
|
|
2023
Q4 | $9.16M | Buy |
138,034
+562
| +0.4% | +$37.3K | 0.03% | 454 |
|
|
2023
Q3 | $8.45M | Buy |
137,472
+123,100
| +857% | +$7.57M | 0.03% | 445 |
|
|
2023
Q2 | $914K | Sell |
14,372
-3,881
| -21% | -$247K | 0.01% | 271 |
|
|
2023
Q1 | $1.13M | Buy |
18,253
+11,162
| +157% | +$690K | 0.01% | 294 |
|
|
2022
Q4 | $445K | Sell |
7,091
-641
| -8% | -$40.3K | 0.01% | 278 |
|
|
2022
Q3 | $436K | Sell |
7,732
-192
| -2% | -$10.8K | 0.01% | 280 |
|
|
2022
Q2 | $474K | Sell |
7,924
-3,450
| -30% | -$206K | 0.01% | 281 |
|
|
2022
Q1 | $751K | Buy |
11,374
+1,625
| +17% | +$107K | 0.01% | 256 |
|
|
2021
Q4 | $635K | Buy |
9,749
+511
| +6% | +$33.3K | 0.01% | 241 |
|
|
2021
Q3 | $581K | Buy |
9,238
+1,600
| +21% | +$101K | 0.01% | 244 |
|
|
2021
Q2 | $468K | Buy |
7,638
+246
| +3% | +$15.1K | 0.01% | 237 |
|
|
2021
Q1 | $430K | Buy |
+7,392
| New | +$430K | 0.01% | 234 |
|