Ameritas Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $292K | Buy |
4,894
+512
| +12% | +$30.5K | 0.01% | 566 |
|
|
2021
Q2 | $294K | Buy |
4,382
+288
| +7% | +$19.3K | 0.01% | 574 |
|
|
2021
Q1 | $235K | Sell |
4,094
-32
| -0.8% | -$1.84K | 0.02% | 529 |
|
|
2020
Q4 | $222K | Buy |
+4,126
| New | +$222K | 0.04% | 379 |
|
|
2020
Q2 | – | Sell |
-1,942
| Closed | -$79K | – | 600 |
|
|
2020
Q1 | $79K | Buy |
1,942
+808
| +71% | +$32.9K | 0.01% | 545 |
|
|
2019
Q4 | $60K | Buy |
1,134
+6
| +0.5% | +$317 | 0.01% | 549 |
|
|
2019
Q3 | $56K | Buy |
+1,128
| New | +$56K | 0.01% | 627 |
|
|
2019
Q1 | – | Sell |
-19,016
| Closed | -$803K | – | 1168 |
|
|
2018
Q4 | $803K | Buy |
+19,016
| New | +$803K | 0.17% | 113 |
|