Willow Creek Wealth Management’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 | $438K | Hold |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $430K | Sell |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $402K | Hold |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $328K | Sell |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $298K | Hold |
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|
2020
Q1 | $260K | Hold |
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|
2019
Q4 | $340K | Hold |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $284K | Buy |
|