Concert 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
Q3 | – | Sell |
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|
2017
Q2 | $278K | Sell |
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|
2017
Q1 | $491K | Hold |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $414K | Sell |
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|
2016
Q2 | $490K | Sell |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $443K | Buy |
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|
2015
Q3 | $395K | Buy |
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|
2015
Q2 | $395K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $425K | Buy |
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|
2014
Q3 | $368K | Sell |
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|
2014
Q2 | $369K | Sell |
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|
2014
Q1 | $365K | Sell |
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|
2013
Q4 | $366K | Sell |
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|
2013
Q3 | $338K | Sell |
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|
2013
Q2 | $336K | Buy |
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