Weaver Consulting Group’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
Q2 | $259K | Sell |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $219K | Hold |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $254K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $164K | Hold |
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|
2019
Q2 | $161K | Hold |
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|
2019
Q1 | $158K | Buy |
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