Beck Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,490
| Closed | -$404K | – | 98 |
|
|
2016
Q3 | $404K | Sell |
10,490
-550
| -5% | -$21.2K | 0.25% | 70 |
|
|
2016
Q2 | $418K | Hold |
11,040
| – | – | 0.27% | 77 |
|
|
2016
Q1 | $405K | Sell |
11,040
-600
| -5% | -$22K | 0.28% | 67 |
|
|
2015
Q4 | $414K | Sell |
11,640
-1,320
| -10% | -$46.9K | 0.24% | 76 |
|
|
2015
Q3 | $451K | Sell |
12,960
-534
| -4% | -$18.6K | 0.31% | 61 |
|
|
2015
Q2 | $489K | Sell |
13,494
-1,106
| -8% | -$40.1K | 0.26% | 82 |
|
|
2015
Q1 | $535K | Sell |
14,600
-618
| -4% | -$22.6K | 0.31% | 77 |
|
|
2014
Q4 | $564K | Sell |
15,218
-1,528
| -9% | -$56.6K | 0.33% | 78 |
|
|
2014
Q3 | $585K | Sell |
16,746
-88
| -0.5% | -$3.07K | 0.41% | 76 |
|
|
2014
Q2 | $596K | Sell |
16,834
-158
| -0.9% | -$5.59K | 0.4% | 79 |
|
|
2014
Q1 | $577K | Sell |
16,992
-198
| -1% | -$6.72K | 0.44% | 80 |
|
|
2013
Q4 | $547K | Buy |
+17,190
| New | +$547K | 0.44% | 76 |
|