Well Done LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Well Done LLC’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$903K	Hold	10,114	–	–	0.13%	86
2025 Q4	$891K	Hold	10,114	–	–	0.13%	84
2025 Q3	$880K	Hold	10,114	–	–	0.15%	85
2025 Q2	$831K	Hold	10,114	–	–	0.16%	86
2025 Q1	$787K	Buy	10,114 +1,750	+21%	+$140K	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%	-$250K	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	Hold	12,464	–	–	0.17%	79
2021 Q3	$743K	Hold	12,464	–	–	0.17%	81
2021 Q2	$750K	Hold	12,464	–	–	0.17%	82
2021 Q1	$715K	Hold	12,464	–	–	0.16%	80
2020 Q4	$670K	Buy	12,464 +116	+0.9%	+$5.94K	0.17%	72
2020 Q3	$599K	Sell	12,348 -292	-2%	-$14.2K	0.17%	73
2020 Q2	$587K	Sell	12,640 -1,282	-9%	-$57.7K	0.16%	78
2020 Q1	$563K	Buy	13,922 +1,870	+16%	+$91.6K	0.17%	75
2019 Q4	$638K	Sell	12,052 -30	-0.2%	-$1.53K	0.15%	88
2019 Q3	$598K	Sell	12,082 -1,088	-8%	-$53K	0.15%	88
2019 Q2	$638K	Buy	13,170 +210	+2%	+$10K	0.15%	83
2019 Q1	$611K	Buy	12,960 +246	+2%	+$11.2K	0.15%	79
2018 Q4	$537K	Buy	12,714 +996	+8%	+$45.1K	0.15%	80
2018 Q3	$559K	Sell	11,718 -130	-1%	-$6.1K	0.16%	77
2018 Q2	$531K	Buy	11,848 +6,488	+121%	+$291K	0.16%	77
2018 Q1	$237K	Hold	5,360	–	–	0.07%	101
2017 Q4	$247K	Sell	5,360 -68	-1%	-$3.05K	0.08%	102
2017 Q3	$236K	Sell	5,428 -104	-2%	-$4.43K	0.07%	127
2017 Q2	$233K	Sell	5,532 -76	-1%	-$3.18K	0.08%	96
2017 Q1	$233K	Hold	5,608	–	–	0.08%	95
2016 Q4	$224K	Hold	5,608	–	–	0.08%	84
2016 Q3	$216	Hold	5,608	–	–	0.08%	80
2016 Q2	$212K	Sell	5,608 -56	-1%	-$2.07K	0.08%	78
2016 Q1	$208K	Hold	5,664	–	–	0.08%	77
2015 Q4	$201K	Buy	+5,664	New	+$203K	0.07%	85