Acorn Wealth 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
2018
Q3
Sell
-836
Closed -$38K 184
2018
Q2
$38K Hold
836
0.03% 310
2018
Q1
$37K Hold
836
0.03% 309
2017
Q4
$39K Buy
+836
New +$39K 0.04% 287