Evergreen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,530
| Closed | -$1.22M | – | 599 |
|
|
2022
Q1 | $1.22M | Buy |
18,530
+78
| +0.4% | +$5.13K | 0.05% | 263 |
|
|
2021
Q4 | $1.22M | Buy |
18,452
+116
| +0.6% | +$7.66K | 0.05% | 259 |
|
|
2021
Q3 | $1.09M | Buy |
18,336
+100
| +0.5% | +$5.97K | 0.05% | 268 |
|
|
2021
Q2 | $1.1M | Buy |
18,236
+102
| +0.6% | +$6.14K | 0.05% | 257 |
|
|
2021
Q1 | $1.04M | Buy |
18,134
+90
| +0.5% | +$5.16K | 0.05% | 254 |
|
|
2020
Q4 | $970K | Buy |
18,044
+144
| +0.8% | +$7.74K | 0.06% | 227 |
|
|
2020
Q3 | $868K | Buy |
17,900
+114
| +0.6% | +$5.53K | 0.06% | 212 |
|
|
2020
Q2 | $826K | Buy |
+17,786
| New | +$826K | 0.06% | 203 |
|