BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $298K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $257K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $16K | Buy |
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