WhitTier Trust Company’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
Q3 | $573K | Hold |
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|
2025
Q2 | $540K | Hold |
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|
2025
Q1 | $522K | Hold |
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|
2024
Q4 | $512K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $418K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $364K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $377K | Hold |
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|
2020
Q4 | $354K | Hold |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $349K | Hold |
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|
2019
Q3 | $326K | Hold |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $310K | Hold |
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|
2018
Q4 | $278K | Hold |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $295K | Hold |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $286K | Hold |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $273K | Hold |
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|
2016
Q4 | $263K | Hold |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $241K | Hold |
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|
2015
Q4 | $234K | Hold |
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|
2015
Q3 | $221K | Buy |
|