Alera Investment 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
2019
Q2
Sell
-260
Closed -$12K 319
2019
Q1
$12K Sell
260
-260
-50% -$12K 0.01% 414
2018
Q4
$22K Buy
+520
New +$22K 0.01% 265