Well Done LLC’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 | $831K | Hold |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $657K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $604K | Hold |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $737K | Hold |
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|
2022
Q1 | $819K | Hold |
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|
2021
Q4 | $823K | Hold |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $750K | Hold |
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|
2021
Q1 | $715K | Hold |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $599K | Sell |
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|
2020
Q2 | $587K | Sell |
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|
2020
Q1 | $563K | Buy |
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|
2019
Q4 | $638K | Sell |
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|
2019
Q3 | $598K | Sell |
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|
2019
Q2 | $638K | Buy |
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|
2019
Q1 | $611K | Buy |
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|
2018
Q4 | $537K | Buy |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $531K | Buy |
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|
2018
Q1 | $237K | Hold |
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|
2017
Q4 | $247K | Sell |
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|
2017
Q3 | $236K | Sell |
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|
2017
Q2 | $233K | Sell |
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|
2017
Q1 | $233K | Hold |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $216 | Hold |
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|
2016
Q2 | $212K | Sell |
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|
2016
Q1 | $208K | Hold |
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|
2015
Q4 | $201K | Buy |
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