Wedmont Private Capital’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 | $1.71M | Hold |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $627K | Hold |
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|
2024
Q3 | $638K | Hold |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $305K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $324K | Buy |
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