Curi RMB Capital’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
2019
Q4
Sell
-6,488
Closed -$321K 662
2019
Q3
$321K Hold
6,488
0.01% 545
2019
Q2
$314K Sell
6,488
-3,616
-36% -$175K 0.01% 591
2019
Q1
$476K Buy
+10,104
New +$476K 0.01% 553