Bartlett & Co 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 | $78.3K | Hold |
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|
2025
Q2 | $73.9K | Hold |
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|
2025
Q1 | $71.4K | Hold |
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|
2024
Q4 | $70K | Hold |
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|
2024
Q3 | $70.7K | Hold |
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|
2024
Q2 | $65.5K | Hold |
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|
2024
Q1 | $65K | Sell |
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|
2023
Q4 | $82K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $118K | Hold |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $125K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $132K | Hold |
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|
2021
Q1 | $126K | Hold |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $107K | Sell |
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|
2020
Q2 | $129K | Sell |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $304K | Sell |
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $577K | Hold |
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|
2018
Q3 | $652K | Hold |
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|
2018
Q2 | $613K | Sell |
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|
2018
Q1 | $653K | Buy |
|