B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $623 | Sell |
10,536
-214
| -2% | -$13 | ﹤0.01% | 370 |
|
|
2022
Q1 | $706K | Buy |
10,750
+1,304
| +14% | +$85.6K | 0.05% | 265 |
|
|
2021
Q4 | $624K | Buy |
9,446
+214
| +2% | +$14.1K | 0.04% | 300 |
|
|
2021
Q3 | $551K | Buy |
9,232
+660
| +8% | +$39.4K | 0.04% | 314 |
|
|
2021
Q2 | $516K | Buy |
8,572
+584
| +7% | +$35.2K | 0.06% | 231 |
|
|
2021
Q1 | $458K | Buy |
+7,988
| New | +$458K | 0.05% | 234 |
|
|
2020
Q4 | – | Sell |
-8,874
| Closed | -$431K | – | 411 |
|
|
2020
Q3 | $431K | Buy |
8,874
+3,078
| +53% | +$149K | 0.05% | 249 |
|
|
2020
Q2 | $269K | Buy |
+5,796
| New | +$269K | 0.03% | 322 |
|