Gradient Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-92	Closed	-$5K	–	1173
2021 Q1	$5K	Hold	92	–	–	﹤0.01%	878
2020 Q4	$4K	Hold	92	–	–	﹤0.01%	832
2020 Q3	$4K	Hold	92	–	–	﹤0.01%	838
2020 Q2	$4K	Hold	92	–	–	﹤0.01%	767
2020 Q1	$4K	Hold	92	–	–	﹤0.01%	800
2019 Q4	$5K	Hold	92	–	–	﹤0.01%	811
2019 Q3	$5K	Hold	92	–	–	﹤0.01%	792
2019 Q2	$4K	Hold	92	–	–	﹤0.01%	792
2019 Q1	$4K	Hold	92	–	–	﹤0.01%	667
2018 Q4	$4K	Sell	92 -170	-65%	-$7.7K	﹤0.01%	730
2018 Q3	$12K	Hold	262	–	–	﹤0.01%	595
2018 Q2	$12K	Hold	262	–	–	﹤0.01%	573
2018 Q1	$12K	Buy	262 +170	+185%	+$7.83K	﹤0.01%	587
2017 Q4	$4K	Buy	+92	New	+$4.12K	﹤0.01%	715
2017 Q3	–	Sell	-92	Closed	-$4K	–	345
2017 Q2	$4K	Hold	92	–	–	﹤0.01%	600
2017 Q1	$4K	Sell	92 -202	-69%	-$8.28K	﹤0.01%	630
2016 Q4	$12K	Buy	294 +202	+220%	+$7.83K	﹤0.01%	427
2016 Q3	$4K	Hold	92	–	–	﹤0.01%	551
2016 Q2	$3K	Hold	92	–	–	﹤0.01%	578
2016 Q1	$3K	Hold	92	–	–	﹤0.01%	587
2015 Q4	$3K	Hold	92	–	–	﹤0.01%	547
2015 Q3	$3K	Hold	92	–	–	﹤0.01%	486
2015 Q2	$3K	Buy	+92	New	+$3.42K	﹤0.01%	500