Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-741
| Closed | -$49.2K | – | 649 |
|
|
2023
Q4 | $49.2K | Hold |
741
| – | – | 0.01% | 457 |
|
|
2023
Q3 | $45.6K | Hold |
741
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $47.1K | Buy |
741
+183
| +33% | +$11.6K | 0.01% | 422 |
|
|
2023
Q1 | $34.5K | Hold |
558
| – | – | 0.01% | 494 |
|
|
2022
Q4 | $34.6K | Hold |
558
| – | – | 0.01% | 512 |
|
|
2022
Q3 | $31K | Hold |
558
| – | – | 0.01% | 498 |
|
|
2022
Q2 | $33K | Hold |
558
| – | – | 0.01% | 484 |
|
|
2022
Q1 | $37K | Hold |
558
| – | – | 0.01% | 476 |
|
|
2021
Q4 | $37K | Buy |
+558
| New | +$37K | 0.01% | 440 |
|