ECM
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Evergreen Capital Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Evergreen Capital Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,530
Closed -$1.22M – 601
2022
Q1 		$1.22M Buy
18,530
+78
+0.4% +$5.05K 0.05% 264
2021
Q4 		$1.22M Buy
18,452
+116
+0.6% +$7.34K 0.05% 259
2021
Q3 		$1.09M Buy
18,336
+100
+0.5% +$6.16K 0.05% 268
2021
Q2 		$1.1M Buy
18,236
+102
+0.6% +$6.08K 0.05% 257
2021
Q1 		$1.04M Buy
18,134
+90
+0.5% +$4.95K 0.05% 254
2020
Q4 		$970K Buy
18,044
+144
+0.8% +$7.37K 0.06% 227
2020
Q3 		$868K Buy
17,900
+114
+0.6% +$5.54K 0.06% 212
2020
Q2 		$826K Buy
+17,786
New +$800K 0.06% 203

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GW
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EWM
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