Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,207
| Closed | -$204K | – | 488 |
|
|
2023
Q2 | $204K | Buy |
+3,207
| New | +$204K | 0.02% | 523 |
|
|
2021
Q3 | – | Sell |
-3,974
| Closed | -$239K | – | 504 |
|
|
2021
Q2 | $239K | Hold |
3,974
| – | – | 0.04% | 443 |
|
|
2021
Q1 | $228K | Hold |
3,974
| – | – | 0.05% | 426 |
|
|
2020
Q4 | $214K | Buy |
+3,974
| New | +$214K | 0.07% | 306 |
|