Wedmont Private Capital’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 | $1.63M | Sell |
19,616
-432
| -2% | -$35.9K | 0.07% | 182 |
|
|
2025
Q1 | $1.5M | Buy |
20,048
+11,881
| +145% | +$886K | 0.08% | 158 |
|
|
2024
Q4 | $627K | Hold |
8,167
| – | – | 0.03% | 314 |
|
|
2024
Q3 | $638K | Hold |
8,167
| – | – | 0.04% | 301 |
|
|
2024
Q2 | $608K | Buy |
8,167
+3,281
| +67% | +$244K | 0.04% | 299 |
|
|
2024
Q1 | $348K | Hold |
4,886
| – | – | 0.03% | 413 |
|
|
2023
Q4 | $326K | Hold |
4,886
| – | – | 0.03% | 404 |
|
|
2023
Q3 | $300K | Hold |
4,886
| – | – | 0.03% | 378 |
|
|
2023
Q2 | $312K | Hold |
4,886
| – | – | 0.03% | 369 |
|
|
2023
Q1 | $305K | Hold |
4,886
| – | – | 0.04% | 341 |
|
|
2022
Q4 | $308K | Hold |
4,886
| – | – | 0.05% | 328 |
|
|
2022
Q3 | $270K | Hold |
4,886
| – | – | 0.05% | 278 |
|
|
2022
Q2 | $289K | Hold |
4,886
| – | – | 0.06% | 240 |
|
|
2022
Q1 | $323K | Hold |
4,886
| – | – | 0.07% | 219 |
|
|
2021
Q4 | $324K | Buy |
+4,886
| New | +$324K | 0.1% | 160 |
|