WhitTier Trust Company’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 | $540K | Hold |
6,580
| – | – | 0.01% | 389 |
|
|
2025
Q1 | $522K | Hold |
6,580
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $512K | Hold |
6,580
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $517K | Hold |
6,580
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $479K | Hold |
6,580
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $475K | Hold |
6,580
| – | – | 0.01% | 347 |
|
|
2023
Q4 | $437K | Hold |
6,580
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $405K | Hold |
6,580
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $418K | Hold |
6,580
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $407K | Hold |
6,580
| – | – | 0.02% | 363 |
|
|
2022
Q4 | $408K | Hold |
6,580
| – | – | 0.02% | 363 |
|
|
2022
Q3 | $364K | Hold |
6,580
| – | – | 0.02% | 372 |
|
|
2022
Q2 | $389K | Hold |
6,580
| – | – | 0.02% | 365 |
|
|
2022
Q1 | $432K | Hold |
6,580
| – | – | 0.02% | 364 |
|
|
2021
Q4 | $435K | Hold |
6,580
| – | – | 0.02% | 365 |
|
|
2021
Q3 | $392K | Hold |
6,580
| – | – | 0.02% | 367 |
|
|
2021
Q2 | $396K | Hold |
6,580
| – | – | 0.02% | 364 |
|
|
2021
Q1 | $377K | Hold |
6,580
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $354K | Hold |
6,580
| – | – | 0.02% | 361 |
|
|
2020
Q3 | $319K | Hold |
6,580
| – | – | 0.02% | 360 |
|
|
2020
Q2 | $306K | Hold |
6,580
| – | – | 0.02% | 356 |
|
|
2020
Q1 | $266K | Hold |
6,580
| – | – | 0.02% | 349 |
|
|
2019
Q4 | $349K | Hold |
6,580
| – | – | 0.02% | 341 |
|
|
2019
Q3 | $326K | Hold |
6,580
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $319K | Hold |
6,580
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $310K | Hold |
6,580
| – | – | 0.02% | 343 |
|
|
2018
Q4 | $278K | Hold |
6,580
| – | – | 0.02% | 336 |
|
|
2018
Q3 | $314K | Hold |
6,580
| – | – | 0.02% | 330 |
|
|
2018
Q2 | $295K | Hold |
6,580
| – | – | 0.02% | 334 |
|
|
2018
Q1 | $291K | Hold |
6,580
| – | – | 0.02% | 337 |
|
|
2017
Q4 | $303K | Hold |
6,580
| – | – | 0.03% | 310 |
|
|
2017
Q3 | $286K | Hold |
6,580
| – | – | 0.03% | 312 |
|
|
2017
Q2 | $277K | Hold |
6,580
| – | – | 0.03% | 311 |
|
|
2017
Q1 | $273K | Hold |
6,580
| – | – | 0.03% | 309 |
|
|
2016
Q4 | $263K | Hold |
6,580
| – | – | 0.03% | 307 |
|
|
2016
Q3 | $253K | Hold |
6,580
| – | – | 0.03% | 311 |
|
|
2016
Q2 | $249K | Hold |
6,580
| – | – | 0.03% | 314 |
|
|
2016
Q1 | $241K | Hold |
6,580
| – | – | 0.03% | 313 |
|
|
2015
Q4 | $234K | Hold |
6,580
| – | – | 0.03% | 316 |
|
|
2015
Q3 | $221K | Buy |
+6,580
| New | +$221K | 0.03% | 329 |
|