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Charter Oak Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Charter Oak Capital Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-688
Closed -$41K – 325
2022
Q2 		$41K Hold
688
– – 0.01% 358
2022
Q1 		$45K Buy
688
+31
+5% +$2.01K 0.01% 370
2021
Q4 		$43K Sell
657
-97
-13% -$6.14K 0.01% 373
2021
Q3 		$45K Sell
754
-52
-6% -$3.2K 0.01% 338
2021
Q2 		$48K Sell
806
-112
-12% -$6.68K 0.01% 319
2021
Q1 		$53K Sell
918
-20
-2% -$1.1K 0.01% 308
2020
Q4 		$50K Buy
+938
New +$48K 0.01% 290

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