Cambridge Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $43.2K | Hold |
|
|||||
|
2023
Q4 | $39.8K | Sell |
|
|||||
|
2023
Q3 | $342K | Hold |
|
|||||
|
2023
Q2 | $354K | Hold |
|
|||||
|
2023
Q1 | $344K | Hold |
|
|||||
|
2022
Q4 | $345K | Hold |
|
|||||
|
2022
Q3 | $308K | Hold |
|
|||||
|
2022
Q2 | $329K | Buy |
|
|||||
|
2022
Q1 | $326K | Hold |
|
|||||
|
2021
Q4 | $328K | Hold |
|
|||||
|
2021
Q3 | $296K | Hold |
|
|||||
|
2021
Q2 | $299K | Hold |
|
|||||
|
2021
Q1 | $285K | Sell |
|
|||||
|
2020
Q4 | $425K | Hold |
|
|||||
|
2020
Q3 | $384K | Hold |
|
|||||
|
2020
Q2 | $385K | Hold |
|
|||||
|
2020
Q1 | $320K | Hold |
|
|||||
|
2019
Q4 | $419K | Hold |
|
|||||
|
2019
Q3 | $392K | Hold |
|
|||||
|
2019
Q2 | $383K | Hold |
|
|||||
|
2019
Q1 | $373K | Hold |
|
|||||
|
2018
Q4 | $334K | Sell |
|
|||||
|
2018
Q3 | $454K | Hold |
|
|||||
|
2018
Q2 | $427K | Hold |
|
|||||
|
2018
Q1 | $421K | Buy |
|
|||||
|
2017
Q4 | $364K | Hold |
|
|||||
|
2017
Q3 | $344K | Hold |
|
|||||
|
2017
Q2 | $333K | Hold |
|
|||||
|
2017
Q1 | $328K | Buy |
|