WealthBridge Capital Management’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 | $1.53M | Sell |
18,572
-30
| -0.2% | -$2.46K | 0.39% | 56 |
|
|
2025
Q1 | $1.48M | Sell |
18,602
-180
| -1% | -$14.3K | 0.42% | 53 |
|
|
2024
Q4 | $1.46M | Buy |
18,782
+48
| +0.3% | +$3.73K | 0.41% | 51 |
|
|
2024
Q3 | $1.47M | Buy |
18,734
+200
| +1% | +$15.7K | 0.42% | 52 |
|
|
2024
Q2 | $1.35M | Sell |
18,534
-887
| -5% | -$64.5K | 0.44% | 45 |
|
|
2024
Q1 | $1.4M | Buy |
19,421
+59
| +0.3% | +$4.26K | 0.47% | 46 |
|
|
2023
Q4 | $1.29M | Buy |
19,362
+282
| +1% | +$18.7K | 0.48% | 46 |
|
|
2023
Q3 | $1.17M | Sell |
19,080
-487
| -2% | -$29.9K | 0.48% | 46 |
|
|
2023
Q2 | $1.24M | Sell |
19,567
-147
| -0.7% | -$9.35K | 0.5% | 44 |
|
|
2023
Q1 | $1.22M | Buy |
19,714
+433
| +2% | +$26.8K | 0.49% | 47 |
|
|
2022
Q4 | $1.19M | Buy |
19,281
+127
| +0.7% | +$7.87K | 0.5% | 48 |
|
|
2022
Q3 | $1.13M | Hold |
19,154
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
19,154
-114
| -0.6% | -$6.74K | 0.48% | 44 |
|
|
2022
Q1 | $1.27M | Sell |
19,268
-291
| -1% | -$19.1K | 0.47% | 46 |
|
|
2021
Q4 | $1.29M | Sell |
19,559
-561
| -3% | -$37.1K | 0.48% | 47 |
|
|
2021
Q3 | $1.2M | Sell |
20,120
-926
| -4% | -$55.2K | 0.45% | 48 |
|
|
2021
Q2 | $1.27M | Buy |
21,046
+714
| +4% | +$43K | 0.46% | 49 |
|
|
2021
Q1 | $1.17M | Buy |
20,332
+14
| +0.1% | +$803 | 0.48% | 49 |
|
|
2020
Q4 | $1.09M | Buy |
20,318
+20
| +0.1% | +$1.08K | 0.48% | 48 |
|
|
2020
Q3 | $985K | Buy |
20,298
+16
| +0.1% | +$776 | 0.51% | 44 |
|
|
2020
Q2 | $942K | Sell |
20,282
-110
| -0.5% | -$5.11K | 0.53% | 44 |
|
|
2020
Q1 | $825K | Buy |
20,392
+174
| +0.9% | +$7.04K | 0.57% | 43 |
|
|
2019
Q4 | $1.07M | Sell |
20,218
-120
| -0.6% | -$6.36K | 0.69% | 37 |
|
|
2019
Q3 | $1.01M | Buy |
20,338
+592
| +3% | +$29.3K | 0.73% | 35 |
|
|
2019
Q2 | $834K | Sell |
19,746
-942
| -5% | -$39.8K | 0.76% | 35 |
|
|
2019
Q1 | $981K | Buy |
20,688
+942
| +5% | +$44.7K | 0.62% | 34 |
|
|
2018
Q4 | $834K | Buy |
+19,746
| New | +$834K | 0.63% | 35 |
|