Girard Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,196
| Closed | -$554K | – | 138 |
|
|
2017
Q2 | $554K | Buy |
13,196
+2,928
| +29% | +$123K | 0.42% | 64 |
|
|
2017
Q1 | $426K | Sell |
10,268
-3,700
| -26% | -$154K | 0.36% | 77 |
|
|
2016
Q4 | $558K | Buy |
13,968
+850
| +6% | +$34K | 0.49% | 60 |
|
|
2016
Q3 | $505K | Sell |
13,118
-1,072
| -8% | -$41.3K | 0.52% | 49 |
|
|
2016
Q2 | $538K | Sell |
14,190
-2,344
| -14% | -$88.9K | 0.49% | 56 |
|
|
2016
Q1 | $609K | Sell |
16,534
-2,258
| -12% | -$83.2K | 0.6% | 44 |
|
|
2015
Q4 | $671K | Buy |
+18,792
| New | +$671K | 0.67% | 41 |
|