Bedel Financial Consulting’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,186
| Closed | -$106K | – | 371 |
|
|
2022
Q1 | $106K | Hold |
2,186
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $108K | Hold |
2,186
| – | – | 0.03% | 270 |
|
|
2021
Q3 | $104K | Hold |
2,186
| – | – | 0.04% | 262 |
|
|
2021
Q2 | $108K | Hold |
2,186
| – | – | 0.04% | 254 |
|
|
2021
Q1 | $103K | Hold |
2,186
| – | – | 0.04% | 251 |
|
|
2020
Q4 | $100K | Hold |
2,186
| – | – | 0.04% | 224 |
|
|
2020
Q3 | $90K | Hold |
2,186
| – | – | 0.05% | 219 |
|
|
2020
Q2 | $89K | Hold |
2,186
| – | – | 0.05% | 207 |
|
|
2020
Q1 | $81K | Hold |
2,186
| – | – | 0.05% | 204 |
|
|
2019
Q4 | $107K | Hold |
2,186
| – | – | 0.06% | 201 |
|
|
2019
Q3 | $100K | Hold |
2,186
| – | – | 0.06% | 201 |
|
|
2019
Q2 | $103K | Hold |
2,186
| – | – | 0.06% | 195 |
|
|
2019
Q1 | $101K | Hold |
2,186
| – | – | 0.06% | 191 |
|
|
2018
Q4 | $93K | Hold |
2,186
| – | – | 0.07% | 182 |
|
|
2018
Q3 | $101K | Hold |
2,186
| – | – | 0.07% | 191 |
|
|
2018
Q2 | $104K | Hold |
2,186
| – | – | 0.08% | 184 |
|
|
2018
Q1 | $109K | Buy |
+2,186
| New | +$109K | 0.08% | 186 |
|