Farmers & Merchants Trust Co of Chambersburg PA’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 | $161K | Buy |
1,960
+1,080
| +123% | +$88.7K | 0.05% | 125 |
|
|
2025
Q1 | $70K | Hold |
880
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $68K | Hold |
880
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $69K | Hold |
880
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $64K | Hold |
880
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $64K | Hold |
880
| – | – | 0.03% | 181 |
|
|
2023
Q4 | $58K | Sell |
880
-200
| -19% | -$13.2K | 0.03% | 190 |
|
|
2023
Q3 | $66K | Hold |
1,080
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $69K | Hold |
1,080
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $67K | Hold |
1,080
| – | – | 0.04% | 159 |
|
|
2022
Q4 | $67K | Sell |
1,080
-140
| -11% | -$8.69K | 0.05% | 160 |
|
|
2022
Q3 | $67K | Hold |
1,220
| – | – | 0.05% | 147 |
|
|
2022
Q2 | $72K | Hold |
1,220
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $80K | Hold |
1,220
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $81K | Hold |
1,220
| – | – | 0.05% | 149 |
|
|
2021
Q3 | $73K | Sell |
1,220
-480
| -28% | -$28.7K | 0.05% | 147 |
|
|
2021
Q2 | $102K | Hold |
1,700
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $97K | Hold |
1,700
| – | – | 0.07% | 127 |
|
|
2020
Q4 | $91K | Hold |
1,700
| – | – | 0.07% | 112 |
|
|
2020
Q3 | $82K | Hold |
1,700
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $79K | Hold |
1,700
| – | – | 0.07% | 122 |
|
|
2020
Q1 | $69K | Hold |
1,700
| – | – | 0.07% | 121 |
|
|
2019
Q4 | $90K | Hold |
1,700
| – | – | 0.07% | 137 |
|
|
2019
Q3 | $84K | Hold |
1,700
| – | – | 0.07% | 143 |
|
|
2019
Q2 | $82K | Hold |
1,700
| – | – | 0.07% | 138 |
|
|
2019
Q1 | $80K | Sell |
1,700
-250
| -13% | -$11.8K | 0.07% | 143 |
|
|
2018
Q4 | $82K | Hold |
1,950
| – | – | 0.08% | 118 |
|
|
2018
Q3 | $93K | Hold |
1,950
| – | – | 0.08% | 126 |
|
|
2018
Q2 | $87K | Hold |
1,950
| – | – | 0.08% | 132 |
|
|
2018
Q1 | $86.3K | Hold |
1,950
| – | – | 0.08% | 126 |
|
|
2017
Q4 | $89.8K | Hold |
1,950
| – | – | 0.07% | 127 |
|
|
2017
Q3 | $84.7K | Hold |
1,950
| – | – | 0.07% | 129 |
|
|
2017
Q2 | $82K | Hold |
1,950
| – | – | 0.07% | 142 |
|
|
2017
Q1 | $80.9K | Hold |
1,950
| – | – | 0.07% | 138 |
|
|
2016
Q4 | $77.9K | Buy |
+1,950
| New | +$77.9K | 0.07% | 141 |
|