Courier Capital’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 | $983K | Buy |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $263K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $283K | Hold |
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|
2019
Q3 | $257K | Sell |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $357K | Hold |
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|
2018
Q3 | $404K | Hold |
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|
2018
Q2 | $380K | Sell |
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|
2018
Q1 | $415K | Sell |
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|
2017
Q4 | $457K | Hold |
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|
2017
Q3 | $431K | Hold |
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|
2017
Q2 | $418K | Sell |
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|
2017
Q1 | $436K | Hold |
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|
2016
Q4 | $420K | Hold |
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|
2016
Q3 | $405K | Hold |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $487K | Hold |
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|
2015
Q3 | $461K | Hold |
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|
2015
Q2 | $497K | Hold |
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|
2015
Q1 | $502K | Sell |
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|
2014
Q4 | $567K | Sell |
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|
2014
Q3 | $566K | Sell |
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|
2014
Q2 | $584K | Hold |
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|
2014
Q1 | $558K | Hold |
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|
2013
Q4 | $549K | Sell |
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|
2013
Q3 | $514K | Sell |
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|
2013
Q2 | $571K | Buy |
|