Gradient Investments’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
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% | -$7.39K | ﹤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% | +$7.79K | ﹤0.01% | 587 |
|
|
2017
Q4 | $4K | Buy |
+92
| New | +$4K | ﹤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% | -$8.78K | ﹤0.01% | 630 |
|
|
2016
Q4 | $12K | Buy |
294
+202
| +220% | +$8.25K | ﹤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 | +$3K | ﹤0.01% | 500 |
|