Carnegie Investment Counsel’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 | $332K | Hold |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $251K | Buy |
|