Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,509
| Closed | -$1.64M | – | 250 |
|
|
2022
Q4 | $1.64M | Sell |
26,509
-103
| -0.4% | -$6.38K | 0.64% | 42 |
|
|
2022
Q3 | $1.47M | Buy |
26,612
+856
| +3% | +$47.3K | 0.84% | 30 |
|
|
2022
Q2 | $1.52M | Buy |
+25,756
| New | +$1.52M | 0.85% | 30 |
|
|
2018
Q1 | – | Sell |
-1,340
| Closed | -$64K | – | 557 |
|
|
2017
Q4 | $64K | Buy |
+1,340
| New | +$64K | 0.02% | 608 |
|