Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.55M | Buy |
29,304
+504
| +2% | +$26.7K | 0.01% | 945 |
|
|
2019
Q3 | $1.43M | Buy |
28,800
+428
| +2% | +$21.2K | 0.01% | 937 |
|
|
2019
Q2 | $1.38M | Sell |
28,372
-1,526
| -5% | -$74K | 0.01% | 936 |
|
|
2019
Q1 | $1.41M | Sell |
29,898
-3,098
| -9% | -$146K | 0.01% | 889 |
|
|
2018
Q4 | $1.39M | Buy |
32,996
+1,928
| +6% | +$81.4K | 0.01% | 781 |
|
|
2018
Q3 | $1.48M | Sell |
31,068
-28,654
| -48% | -$1.37M | 0.01% | 787 |
|
|
2018
Q2 | $2.68M | Sell |
59,722
-1,686
| -3% | -$75.7K | 0.04% | 445 |
|
|
2018
Q1 | $2.72M | Buy |
61,408
+1,798
| +3% | +$79.5K | 0.04% | 442 |
|
|
2017
Q4 | $2.75M | Buy |
59,610
+5,868
| +11% | +$270K | 0.04% | 440 |
|
|
2017
Q3 | $2.33M | Buy |
53,742
+6,432
| +14% | +$279K | 0.04% | 456 |
|
|
2017
Q2 | $1.99M | Sell |
47,310
-15,326
| -24% | -$644K | 0.03% | 484 |
|
|
2017
Q1 | $2.6M | Buy |
62,636
+7,088
| +13% | +$294K | 0.05% | 371 |
|
|
2016
Q4 | $2.22M | Buy |
55,548
+28,074
| +102% | +$1.12M | 0.05% | 397 |
|
|
2016
Q3 | $1.06M | Buy |
27,474
+6,352
| +30% | +$245K | 0.03% | 619 |
|
|
2016
Q2 | $798K | Buy |
+21,122
| New | +$798K | 0.02% | 703 |
|