Wealthcare Advisory Partners’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 | $524K | Buy |
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|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $395K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $395K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $25K | Buy |
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|
2019
Q3 | $23K | Sell |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q3 | $42K | Buy |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $39K | Buy |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $18K | Buy |
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