Dakota Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,461
| Closed | -$956K | – | 647 |
|
|
2023
Q1 | $956K | Hold |
15,461
| – | – | 0.06% | 238 |
|
|
2022
Q4 | $958K | Buy |
15,461
+395
| +3% | +$24.5K | 0.07% | 226 |
|
|
2022
Q3 | $833K | Buy |
15,066
+2,180
| +17% | +$121K | 0.07% | 236 |
|
|
2022
Q2 | $762K | Hold |
12,886
| – | – | 0.07% | 216 |
|
|
2022
Q1 | $847K | Buy |
+12,886
| New | +$847K | 0.07% | 213 |
|