Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $309K | Hold |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $267K | Hold |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $325K | Sell |
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|
2019
Q2 | $439K | Hold |
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|
2019
Q1 | $427K | Hold |
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|
2018
Q4 | $382K | Sell |
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|
2018
Q3 | $494K | Sell |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $494K | Hold |
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|
2017
Q4 | $514K | Sell |
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|
2017
Q3 | $502K | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $529K | Sell |
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|
2016
Q4 | $549K | Sell |
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|
2016
Q3 | $576K | Buy |
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