Wealthcare Advisory Partners’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 | $494K | Sell |
6,008
-143
| -2% | -$11.7K | 0.01% | 647 |
|
|
2025
Q1 | $488K | Buy |
6,151
+1,072
| +21% | +$85.1K | 0.01% | 600 |
|
|
2024
Q4 | $395K | Buy |
+5,079
| New | +$395K | 0.01% | 627 |
|
|
2024
Q2 | – | Sell |
-5,471
| Closed | -$395K | – | 831 |
|
|
2024
Q1 | $395K | Buy |
+5,471
| New | +$395K | 0.01% | 594 |
|
|
2021
Q2 | – | Sell |
-1,554
| Closed | -$89K | – | 861 |
|
|
2021
Q1 | $89K | Buy |
+1,554
| New | +$89K | 0.01% | 698 |
|
|
2020
Q2 | – | Sell |
-466
| Closed | -$19K | – | 558 |
|
|
2020
Q1 | $19K | Buy |
466
+2
| +0.4% | +$82 | ﹤0.01% | 747 |
|
|
2019
Q4 | $25K | Buy |
464
+4
| +0.9% | +$216 | ﹤0.01% | 700 |
|
|
2019
Q3 | $23K | Sell |
460
-158
| -26% | -$7.9K | ﹤0.01% | 710 |
|
|
2019
Q2 | $30K | Sell |
618
-276
| -31% | -$13.4K | ﹤0.01% | 622 |
|
|
2019
Q1 | $42K | Buy |
894
+4
| +0.4% | +$188 | 0.01% | 502 |
|
|
2018
Q4 | $38K | Buy |
890
+2
| +0.2% | +$85 | 0.01% | 486 |
|
|
2018
Q3 | $42K | Buy |
888
+4
| +0.5% | +$189 | 0.01% | 509 |
|
|
2018
Q2 | $40K | Buy |
884
+2
| +0.2% | +$90 | 0.01% | 506 |
|
|
2018
Q1 | $39K | Buy |
882
+4
| +0.5% | +$177 | 0.01% | 444 |
|
|
2017
Q4 | $40K | Buy |
878
+2
| +0.2% | +$91 | 0.01% | 408 |
|
|
2017
Q3 | $38K | Buy |
876
+436
| +99% | +$18.9K | 0.01% | 343 |
|
|
2017
Q2 | $18K | Buy |
+440
| New | +$18K | 0.01% | 69 |
|