Wealth Enhancement Advisory Services’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 | $12.7M | Buy |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $9.88M | Sell |
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|
2023
Q4 | $9.16M | Buy |
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|
2023
Q3 | $8.45M | Buy |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $430K | Buy |
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