Blue Bell Private Wealth Management’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
2017 Q4	–	Sell	-1,000	Closed	-$43K	–	230
2017 Q3	$43K	Hold	1,000	–	–	0.02%	127
2017 Q2	$42K	Hold	1,000	–	–	0.02%	138
2017 Q1	$41K	Hold	1,000	–	–	0.02%	136
2016 Q4	$40K	Sell	1,000 -600	-38%	-$23.3K	0.02%	139
2016 Q3	$62K	Hold	1,600	–	–	0.04%	185
2016 Q2	$61K	Hold	1,600	–	–	0.04%	188
2016 Q1	$59K	Hold	1,600	–	–	0.04%	204
2015 Q4	$57K	Sell	1,600 -400	-20%	-$14.3K	0.04%	197
2015 Q3	$67K	Hold	2,000	–	–	0.05%	181
2015 Q2	$72K	Sell	2,000 -200	-9%	-$7.44K	0.04%	173
2015 Q1	$80K	Hold	2,200	–	–	0.05%	165
2014 Q4	$81K	Hold	2,200	–	–	0.05%	182
2014 Q3	$78K	Hold	2,200	–	–	0.05%	186
2014 Q2	$78K	Buy	+2,200	New	+$75.9K	0.05%	184