Bartlett & Co’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bartlett & Co’s Portfolio DLN Stock Details DLN Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$82K	Sell
2023 Q3	$117K	Hold
2023 Q2	$121K	Hold
2023 Q1	$117K	Sell
2022 Q4	$118K	Hold
2022 Q3	$105K	Hold
2022 Q2	$112K	Hold
2022 Q1	$125K	Buy
2021 Q4	–	Sell
2021 Q3	$131K	Hold
2021 Q2	$132K	Hold
2021 Q1	$126K	Hold
2020 Q4	$118K	Hold
2020 Q3	$107K	Sell
2020 Q2	$129K	Sell
2020 Q1	$131K	Buy
2019 Q3	$304K	Sell
2019 Q2	$343K	Hold
2019 Q1	$333K	Sell
2018 Q4	$577K	Hold
2018 Q3	$652K	Hold
2018 Q2	$613K	Sell
2018 Q1	$653K	Buy
2017 Q4	$671K	Sell
2017 Q3	$648K	Hold
2017 Q2	$627K	Sell
2017 Q1	$679K	Sell
2016 Q4	$659K	Hold
2016 Q3	$635K	Sell
2016 Q2	$630K	Hold
2016 Q1	$610K	Buy
2015 Q4	$560K	Sell
2015 Q3	$536K	Hold
2015 Q2	$577K	Buy
2015 Q1	$568K	Sell
2014 Q4	$597K	Sell
2014 Q3	$591K	Sell
2014 Q2	$620K	Hold
2014 Q1	$593K	Hold
2013 Q4	$583K	Sell
2013 Q3	$556K	Hold
2013 Q2	$543K	Buy