WDL
Well Done LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Hold |
10,114
| – | – | 0.16% | 86 |
|
|
2025
Q1 | $787K | Buy |
10,114
+1,750
| +21% | +$136K | 0.14% | 82 |
|
|
2024
Q4 | $657K | Hold |
8,364
| – | – | 0.12% | 91 |
|
|
2024
Q3 | $657K | Hold |
8,364
| – | – | 0.12% | 92 |
|
|
2024
Q2 | $608K | Hold |
8,364
| – | – | 0.13% | 99 |
|
|
2024
Q1 | $604K | Hold |
8,364
| – | – | 0.12% | 104 |
|
|
2023
Q4 | $555K | Hold |
8,364
| – | – | 0.11% | 106 |
|
|
2023
Q3 | $514K | Hold |
8,364
| – | – | 0.11% | 96 |
|
|
2023
Q2 | $532K | Hold |
8,364
| – | – | 0.11% | 94 |
|
|
2023
Q1 | $517K | Hold |
8,364
| – | – | 0.11% | 94 |
|
|
2022
Q4 | $518K | Sell |
8,364
-4,100
| -33% | -$254K | 0.11% | 101 |
|
|
2022
Q3 | $689K | Hold |
12,464
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $737K | Hold |
12,464
| – | – | 0.16% | 78 |
|
|
2022
Q1 | $819K | Hold |
12,464
| – | – | 0.16% | 81 |
|
|
2021
Q4 | $823K | Buy |
12,464
+6,232
| +100% | +$412K | 0.17% | 79 |
|
|
2021
Q3 | $743K | Hold |
6,232
| – | – | 0.17% | 81 |
|
|
2021
Q2 | $750K | Hold |
6,232
| – | – | 0.17% | 82 |
|
|
2021
Q1 | $715K | Hold |
6,232
| – | – | 0.16% | 80 |
|
|
2020
Q4 | $670K | Buy |
6,232
+58
| +0.9% | +$6.24K | 0.17% | 72 |
|
|
2020
Q3 | $599K | Sell |
6,174
-146
| -2% | -$14.2K | 0.17% | 73 |
|
|
2020
Q2 | $587K | Sell |
6,320
-641
| -9% | -$59.5K | 0.16% | 78 |
|
|
2020
Q1 | $563K | Buy |
6,961
+935
| +16% | +$75.6K | 0.17% | 75 |
|
|
2019
Q4 | $638K | Sell |
6,026
-15
| -0.2% | -$1.59K | 0.15% | 88 |
|
|
2019
Q3 | $598K | Sell |
6,041
-544
| -8% | -$53.9K | 0.15% | 88 |
|
|
2019
Q2 | $638K | Buy |
6,585
+105
| +2% | +$10.2K | 0.15% | 83 |
|
|
2019
Q1 | $611K | Buy |
6,480
+123
| +2% | +$11.6K | 0.15% | 79 |
|
|
2018
Q4 | $537K | Buy |
6,357
+498
| +8% | +$42.1K | 0.15% | 80 |
|
|
2018
Q3 | $559K | Sell |
5,859
-65
| -1% | -$6.2K | 0.16% | 77 |
|
|
2018
Q2 | $531K | Buy |
5,924
+3,244
| +121% | +$291K | 0.16% | 77 |
|
|
2018
Q1 | $237K | Hold |
2,680
| – | – | 0.07% | 101 |
|
|
2017
Q4 | $247K | Sell |
2,680
-34
| -1% | -$3.13K | 0.08% | 102 |
|
|
2017
Q3 | $236K | Sell |
2,714
-52
| -2% | -$4.52K | 0.07% | 127 |
|
|
2017
Q2 | $233K | Sell |
2,766
-38
| -1% | -$3.2K | 0.08% | 96 |
|
|
2017
Q1 | $233K | Hold |
2,804
| – | – | 0.08% | 95 |
|
|
2016
Q4 | $224K | Hold |
2,804
| – | – | 0.08% | 84 |
|
|
2016
Q3 | $216 | Hold |
2,804
| – | – | 0.08% | 80 |
|
|
2016
Q2 | $212K | Sell |
2,804
-28
| -1% | -$2.12K | 0.08% | 78 |
|
|
2016
Q1 | $208K | Hold |
2,832
| – | – | 0.08% | 77 |
|
|
2015
Q4 | $201K | Buy |
+2,832
| New | +$201K | 0.07% | 85 |
|