Culbertson A N & Co’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
Q2 | $1.83M | Sell |
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|
2025
Q1 | $1.81M | Hold |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.8M | Hold |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.66M | Hold |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.46M | Hold |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.89M | Hold |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.73M | Hold |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.23M | Hold |
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|
2019
Q4 | $1.61M | Sell |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $1.67M | Hold |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $1.67M | Hold |
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|
2018
Q2 | $1.57M | Buy |
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|
2018
Q1 | $1.54M | Sell |
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|
2017
Q4 | $1.75M | Hold |
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|
2017
Q3 | $1.65M | Hold |
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|
2017
Q2 | $1.6M | Sell |
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|
2017
Q1 | $1.59M | Sell |
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|
2016
Q4 | $1.55M | Sell |
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|
2016
Q3 | $1.49M | Sell |
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|
2016
Q2 | $1.64M | Buy |
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|
2016
Q1 | $1.58M | Buy |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | $1.09M | Buy |
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|
2015
Q1 | $1.09M | Buy |
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|
2014
Q4 | $1.07M | Buy |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $1M | Hold |
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|
2014
Q1 | $961K | Sell |
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|
2013
Q4 | $960K | Buy |
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|
2013
Q3 | $843K | Buy |
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|
2013
Q2 | $819K | Buy |
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