Bickling Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $415K | Buy |
6,698
+39
| +0.6% | +$2.42K | 0.26% | 68 |
|
|
2022
Q3 | $368K | Buy |
6,659
+123
| +2% | +$6.8K | 0.25% | 74 |
|
|
2022
Q2 | $386K | Buy |
6,536
+228
| +4% | +$13.5K | 0.24% | 77 |
|
|
2022
Q1 | $415K | Buy |
6,308
+398
| +7% | +$26.2K | 0.21% | 83 |
|
|
2021
Q4 | $390K | Sell |
5,910
-346
| -6% | -$22.8K | 0.19% | 87 |
|
|
2021
Q3 | $373K | Buy |
6,256
+1,780
| +40% | +$106K | 0.19% | 79 |
|
|
2021
Q2 | $269K | Buy |
4,476
+24
| +0.5% | +$1.44K | 0.12% | 105 |
|
|
2021
Q1 | $255K | Buy |
4,452
+22
| +0.5% | +$1.26K | 0.13% | 97 |
|
|
2020
Q4 | $238K | Buy |
+4,430
| New | +$238K | 0.15% | 85 |
|