FIM
DLN icon

Freedom Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Freedom Investment 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
2021
Q1 		– Sell
-9,496
Closed -$510K – 856
2020
Q4 		$510K Sell
9,496
-1,760
-16% -$90.1K 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% +$61.7K 0.07% 222
2020
Q1 		$648K Buy
+12,116
New +$593K 0.06% 284
2016
Q2 		– Sell
-8,900
Closed -$327K – 844
2016
Q1 		$327K Buy
8,900
+2,652
+42% +$92K 0.02% 526
2015
Q4 		$222K Buy
+6,248
New +$224K 0.02% 659

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