Formidable Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,250
| Closed | -$46K | – | 227 |
|
|
2016
Q1 | $46K | Hold |
1,250
| – | – | 0.03% | 211 |
|
|
2015
Q4 | $43K | Hold |
1,250
| – | – | 0.03% | 238 |
|
|
2015
Q3 | $42K | Hold |
1,250
| – | – | 0.03% | 245 |
|
|
2015
Q2 | $45K | Hold |
1,250
| – | – | 0.03% | 225 |
|
|
2015
Q1 | $47K | Buy |
+1,250
| New | +$47K | 0.03% | 212 |
|
|
2014
Q4 | – | Sell |
-1,250
| Closed | -$46K | – | 203 |
|
|
2014
Q3 | $46K | Sell |
1,250
-910
| -42% | -$33.5K | 0.03% | 200 |
|
|
2014
Q2 | $76K | Hold |
2,160
| – | – | 0.05% | 183 |
|
|
2014
Q1 | $74K | Hold |
2,160
| – | – | 0.05% | 162 |
|
|
2013
Q4 | $69K | Hold |
2,160
| – | – | 0.05% | 173 |
|
|
2013
Q3 | $66K | Buy |
+2,160
| New | +$66K | 0.06% | 151 |
|