CTWM
DLN icon

Cherry Tree Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cherry Tree Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Sell
3,233
-161
-5% -$14.6K 0.06% 133
2025
Q4 		$299K Hold
3,394
– – 0.06% 134
2025
Q3 		$295K Hold
3,394
– – 0.06% 130
2025
Q2 		$279K Hold
3,394
– – 0.06% 138
2025
Q1 		$269K Hold
3,394
– – 0.07% 136
2024
Q4 		$264K Hold
3,394
– – 0.07% 144
2024
Q3 		$267K Hold
3,394
– – 0.06% 146
2024
Q2 		$247K Hold
3,394
– – 0.06% 148
2024
Q1 		$245K Hold
3,394
– – 0.06% 149
2023
Q4 		$225K Hold
3,394
– – 0.06% 145
2023
Q3 		$209K Sell
3,394
-362
-10% -$23.1K 0.06% 138
2023
Q2 		$239K Buy
+3,756
New +$233K 0.07% 130

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