Advocacy Wealth Management Services’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
2020 Q3	–	Sell	-246	Closed	-$11K	–	132
2020 Q2	$11K	Hold	246	–	–	﹤0.01%	106
2020 Q1	$10K	Sell	246 -330	-57%	-$16.2K	﹤0.01%	97
2019 Q4	$31K	Sell	576 -36	-6%	-$1.83K	0.01%	68
2019 Q3	$30K	Hold	612	–	–	0.02%	64
2019 Q2	$30K	Hold	612	–	–	0.02%	64
2019 Q1	$29K	Hold	612	–	–	0.03%	58
2018 Q4	$26K	Hold	612	–	–	0.02%	66
2018 Q3	$29K	Hold	612	–	–	0.02%	64
2018 Q2	$27K	Hold	612	–	–	0.02%	64
2018 Q1	$27K	Hold	612	–	–	0.02%	65
2017 Q4	$28K	Sell	612 -612	-50%	-$27.4K	0.02%	80
2017 Q3	$52K	Buy	1,224 +612	+100%	+$26.1K	0.02%	65
2017 Q2	$26K	Hold	612	–	–	0.01%	112
2017 Q1	$25K	Sell	612 -40	-6%	-$1.64K	0.01%	132
2016 Q4	$26K	Hold	652	–	–	0.01%	121
2016 Q3	$25K	Hold	652	–	–	0.01%	175
2016 Q2	$25K	Sell	652 -36	-5%	-$1.33K	0.01%	205
2016 Q1	$25K	Buy	688 +318	+86%	+$11K	0.02%	264
2015 Q4	$13K	Buy	+370	New	+$13.2K	0.01%	316
2013 Q3	$7K	Hold	240	–	–	0.02%	234
2013 Q2	$7K	Buy	+240	New	+$7.25K	0.03%	192