Chicago Partners Investment Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Chicago Partners Investment Group’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	$2.36M	Buy	25,308 +54	+0.2%	+$4.91K	0.05%	284
2025 Q4	$2.27M	Buy	25,254 +68	+0.3%	+$5.94K	0.06%	267
2025 Q3	$2.21M	Sell	25,186 -7	-0%	-$592	0.06%	258
2025 Q2	$2.12M	Sell	25,193 -320	-1%	-$25K	0.06%	248
2025 Q1	$1.97M	Sell	25,513 -3,264	-11%	-$260K	0.07%	237
2024 Q4	$2.24M	Buy	28,777 +5,730	+25%	+$457K	0.07%	210
2024 Q3	$1.83M	Sell	23,047 -703	-3%	-$53K	0.07%	232
2024 Q2	$1.77M	Sell	23,750 -1,457	-6%	-$104K	0.07%	228
2024 Q1	$1.77M	Sell	25,207 -1,295	-5%	-$88.9K	0.08%	222
2023 Q4	$1.77M	Sell	26,502 -1,479	-5%	-$92.9K	0.08%	214
2023 Q3	$1.68M	Sell	27,981 -358	-1%	-$22.8K	0.09%	210
2023 Q2	$1.84M	Buy	28,339 +134	+0.5%	+$8.31K	0.1%	203
2023 Q1	$1.77M	Buy	28,205 +105	+0.4%	+$6.52K	0.1%	193
2022 Q4	$1.79M	Buy	28,100 +601	+2%	+$36.7K	0.11%	181
2022 Q3	$1.68M	Sell	27,499 -1,523	-5%	-$92.3K	0.12%	157
2022 Q2	$1.81M	Buy	29,022 +645	+2%	+$40.5K	0.13%	148
2022 Q1	$1.74M	Buy	28,377 +1,064	+4%	+$68.9K	0.13%	143
2021 Q4	$1.75M	Buy	27,313 +1,779	+7%	+$113K	0.12%	154
2021 Q3	$1.63M	Buy	25,534 +1,216	+5%	+$74.9K	0.11%	162
2021 Q2	$1.5M	Sell	24,318 -490	-2%	-$29.2K	0.11%	160
2021 Q1	$1.47M	Sell	24,808 -2,994	-11%	-$165K	0.12%	147
2020 Q4	$1.51M	Sell	27,802 -1,124	-4%	-$57.5K	0.14%	128
2020 Q3	$1.4M	Sell	28,926 -312	-1%	-$15.2K	0.17%	108
2020 Q2	$1.41M	Buy	29,238 +662	+2%	+$29.8K	0.18%	100
2020 Q1	$1.28M	Buy	28,576 +3,344	+13%	+$164K	0.2%	88
2019 Q4	$1.36M	Buy	25,232 +942	+4%	+$48K	0.17%	95
2019 Q3	$1.21M	Buy	24,290 +678	+3%	+$33K	0.17%	96
2019 Q2	$1.16M	Buy	23,612 +3,004	+15%	+$143K	0.17%	105
2019 Q1	$995K	Sell	20,608 -2,266	-10%	-$103K	0.15%	107
2018 Q4	$996K	Buy	22,874 +7,580	+50%	+$343K	0.15%	122
2018 Q3	$681K	Buy	15,294 +3,020	+25%	+$142K	0.1%	153
2018 Q2	$551K	Buy	12,274 +30	+0.2%	+$1.35K	0.09%	163
2018 Q1	$542K	Sell	12,244 -502	-4%	-$23.1K	0.09%	144
2017 Q4	$587K	Buy	12,746 +4	+0%	+$179	0.1%	144
2017 Q3	$553K	Buy	12,742 +2,788	+28%	+$119K	0.09%	145
2017 Q2	$411K	Buy	9,954 +2,638	+36%	+$110K	0.11%	126
2017 Q1	$303K	Buy	7,316 +3,148	+76%	+$129K	0.09%	147
2016 Q4	$167K	Buy	4,168 +236	+6%	+$9.15K	0.06%	189
2016 Q3	$151K	Hold	3,932	–	–	0.06%	197
2016 Q2	$149K	Hold	3,932	–	–	0.07%	159
2016 Q1	$144K	Hold	3,932	–	–	0.07%	156
2015 Q4	$140K	Hold	3,932	–	–	0.07%	195
2015 Q3	$132K	Sell	3,932 -5,360	-58%	-$189K	0.07%	160
2015 Q2	$342K	Buy	9,292 +3,932	+73%	+$146K	0.16%	96
2015 Q1	$199K	Buy	5,360 +198	+4%	+$7.31K	0.09%	129
2014 Q4	$191K	Buy	+5,162	New	+$187K	0.08%	126