Western Wealth Management’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 | $700K | Buy |
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|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $619K | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q2 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $259K | Hold |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $212K | Buy |
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