DMS
Discretionary Management Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $4.88M | Buy |
63,395
+3,200
| +5% | +$246K | 16.63% | 2 |
|
|
2016
Q2 | $4.56M | Buy |
60,195
+4,775
| +9% | +$362K | 18.06% | 2 |
|
|
2016
Q1 | $4.07M | Buy |
55,420
+3,750
| +7% | +$275K | 28.25% | 1 |
|
|
2015
Q4 | $3.68M | Hold |
51,670
| – | – | 17.85% | 3 |
|
|
2015
Q3 | $3.48M | Hold |
51,670
| – | – | 16.12% | 2 |
|
|
2015
Q2 | $3.75M | Buy |
51,670
+1,470
| +3% | +$107K | 11.97% | 4 |
|
|
2015
Q1 | $3.68M | Buy |
+50,200
| New | +$3.68M | 14.19% | 3 |
|