Capital Group Private Client 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 | – | Sell |
-8,049
| Closed | -$445K | – | 241 |
|
|
2022
Q3 | $445K | Buy |
8,049
+56
| +0.7% | +$3.1K | 0.01% | 212 |
|
|
2022
Q2 | $472K | Buy |
7,993
+3,957
| +98% | +$234K | 0.01% | 209 |
|
|
2022
Q1 | $265K | Sell |
4,036
-1,963
| -33% | -$129K | ﹤0.01% | 224 |
|
|
2021
Q4 | $396K | Buy |
5,999
+2,005
| +50% | +$132K | ﹤0.01% | 199 |
|
|
2021
Q3 | $238K | Buy |
+3,994
| New | +$238K | ﹤0.01% | 205 |
|