Cherry Tree Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$22.3K | 0.06% | 138 |
|
|
2023
Q2 | $239K | Buy |
+3,756
| New | +$239K | 0.07% | 130 |
|