Ameritas Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-82
| Closed | -$4K | – | 3029 |
|
2019
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 2918 |
|
2019
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 2958 |
|
2019
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 2987 |
|
2019
Q1 | $3K | Buy |
82
+2
| +3% | +$73 | ﹤0.01% | 2912 |
|
2018
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 2906 |
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 2987 |
|
2018
Q2 | $3K | Buy |
80
+2
| +3% | +$75 | ﹤0.01% | 2968 |
|
2018
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 2901 |
|
2017
Q4 | $14K | Hold |
78
| – | – | ﹤0.01% | 2612 |
|
2017
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 2951 |
|
2017
Q2 | $3K | Buy |
78
+2
| +3% | +$77 | ﹤0.01% | 2961 |
|
2017
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 2896 |
|
2016
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1238 |
|