Guidant Wealth Advisors’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
2019 Q3	$2.46M	Sell	49,630 -1,482	-3%	-$72.2K	0.91%	30
2019 Q2	$2.48M	Hold	51,112	–	–	0.96%	29
2019 Q1	$2.41M	Sell	51,112 -438	-0.8%	-$19.9K	0.94%	29
2018 Q4	$2.18M	Sell	51,550 -168,412	-77%	-$7.63M	1.01%	29
2018 Q3	$5.35M	Sell	219,962 -196	-0.1%	-$9.19K	2.23%	17
2018 Q2	$5.16M	Sell	220,158 -588	-0.3%	-$26.4K	2.25%	17
2018 Q1	$4.89M	Sell	220,746 -350	-0.2%	-$16.1K	2.21%	18
2017 Q4	$5.3M	Buy	221,096 +166,174	+303%	+$7.45M	2.37%	18
2017 Q3	$2.41M	Sell	54,922 -374	-0.7%	-$15.9K	1.71%	18
2017 Q2	$2.32M	Sell	55,296 -114	-0.2%	-$4.76K	1.2%	28
2017 Q1	$2.29M	Sell	55,410 -2,508	-4%	-$103K	1.2%	28
2016 Q4	$2.33M	Sell	57,918 -11,150	-16%	-$432K	1.32%	29
2016 Q3	$2.63M	Buy	+69,068	New	+$2.67M	1.62%	22