Hefty Wealth Partners’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
2018
Q1
$2.27M Sell
2017
Q4
$2.47M Buy
2017
Q3
$2.26M Buy
2017
Q2
$2.13M Buy
2017
Q1
$1.3M Sell
2016
Q4
$2.17M Buy
2016
Q3
$2.03M Buy
2016
Q2
$1.16M Buy
2016
Q1
$1.07M Sell
2015
Q4
$1.06M Buy