Wedbush Securities’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 | $954K | Buy |
11,617
+525
| +5% | +$43.1K | 0.03% | 426 |
|
2025
Q1 | $880K | Hold |
11,092
| – | – | 0.03% | 423 |
|
2024
Q4 | $863K | Hold |
11,092
| – | – | 0.03% | 422 |
|
2024
Q3 | $871K | Hold |
11,092
| – | – | 0.03% | 411 |
|
2024
Q2 | $807K | Hold |
11,092
| – | – | 0.03% | 439 |
|
2024
Q1 | $801K | Hold |
11,092
| – | – | 0.03% | 467 |
|
2023
Q4 | $736K | Hold |
11,092
| – | – | 0.03% | 418 |
|
2023
Q3 | $682K | Hold |
11,092
| – | – | 0.03% | 418 |
|
2023
Q2 | $705K | Hold |
11,092
| – | – | 0.03% | 431 |
|
2023
Q1 | $686K | Hold |
11,092
| – | – | 0.03% | 434 |
|
2022
Q4 | $687K | Hold |
11,092
| – | – | 0.04% | 409 |
|
2022
Q3 | $613K | Hold |
11,092
| – | – | 0.03% | 441 |
|
2022
Q2 | $656K | Hold |
11,092
| – | – | 0.04% | 424 |
|
2022
Q1 | $729K | Hold |
11,092
| – | – | 0.03% | 442 |
|
2021
Q4 | $733K | Hold |
11,092
| – | – | 0.03% | 482 |
|
2021
Q3 | $662K | Hold |
11,092
| – | – | 0.03% | 494 |
|
2021
Q2 | $667K | Hold |
11,092
| – | – | 0.03% | 509 |
|
2021
Q1 | $636K | Buy |
11,092
+468
| +4% | +$26.8K | 0.04% | 488 |
|
2020
Q4 | $571K | Sell |
10,624
-478
| -4% | -$25.7K | 0.05% | 415 |
|
2020
Q3 | $539K | Sell |
11,102
-242
| -2% | -$11.7K | 0.05% | 403 |
|
2020
Q2 | $527K | Hold |
11,344
| – | – | 0.05% | 409 |
|
2020
Q1 | $459K | Sell |
11,344
-1,446
| -11% | -$58.5K | 0.05% | 387 |
|
2019
Q4 | $677K | Buy |
12,790
+20
| +0.2% | +$1.06K | 0.06% | 362 |
|
2019
Q3 | $633K | Sell |
12,770
-144
| -1% | -$7.14K | 0.06% | 356 |
|
2019
Q2 | $626K | Buy |
12,914
+1,038
| +9% | +$50.3K | 0.06% | 352 |
|
2019
Q1 | $559K | Buy |
11,876
+20
| +0.2% | +$941 | 0.06% | 375 |
|
2018
Q4 | $501K | Buy |
+11,856
| New | +$501K | 0.06% | 351 |
|