Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,496
| Closed | -$510K | – | 856 |
|
|
2020
Q4 | $510K | Sell |
9,496
-1,760
| -16% | -$94.5K | 0.06% | 328 |
|
|
2020
Q3 | $546K | Sell |
11,256
-2,230
| -17% | -$108K | 0.06% | 267 |
|
|
2020
Q2 | $626K | Buy |
13,486
+1,370
| +11% | +$63.6K | 0.07% | 222 |
|
|
2020
Q1 | $648K | Buy |
+12,116
| New | +$648K | 0.06% | 284 |
|
|
2016
Q2 | – | Sell |
-8,900
| Closed | -$327K | – | 844 |
|
|
2016
Q1 | $327K | Buy |
8,900
+2,652
| +42% | +$97.4K | 0.02% | 526 |
|
|
2015
Q4 | $222K | Buy |
+6,248
| New | +$222K | 0.02% | 659 |
|