Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,670
| Closed | -$310K | – | 129 |
|
|
2020
Q1 | $310K | Hold |
7,670
| – | – | 0.12% | 61 |
|
|
2019
Q4 | $406K | Hold |
7,670
| – | – | 0.12% | 113 |
|
|
2019
Q3 | $380K | Hold |
7,670
| – | – | 0.13% | 91 |
|
|
2019
Q2 | $372 | Sell |
7,670
-400
| -5% | -$19 | ﹤0.01% | 124 |
|
|
2019
Q1 | $380 | Hold |
8,070
| – | – | ﹤0.01% | 118 |
|
|
2018
Q4 | $341 | Buy |
+8,070
| New | +$341 | 0.03% | 109 |
|
|
2018
Q1 | $627K | Sell |
13,606
-3,788
| -22% | -$175K | 0.25% | 41 |
|
|
2017
Q4 | $755K | Buy |
+17,394
| New | +$755K | 0.32% | 34 |
|
|
2017
Q2 | $745K | Buy |
+17,716
| New | +$745K | 0.31% | 39 |
|