B. Riley Wealth Management’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
2022
Q2
$623 Sell
2022
Q1
$706K Buy
2021
Q4
$624K Buy
2021
Q3
$551K Buy
2021
Q2
$516K Buy
2021
Q1
$458K Buy
2020
Q4
Sell
2020
Q3
$431K Buy
2020
Q2
$269K Buy