Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.27M | Sell |
51,194
-2,424
| -5% | -$107K | 1.46% | 26 |
|
|
2017
Q4 | $2.47M | Buy |
53,618
+1,648
| +3% | +$75.9K | 1.53% | 25 |
|
|
2017
Q3 | $2.26M | Buy |
51,970
+1,276
| +3% | +$55.4K | 1.49% | 27 |
|
|
2017
Q2 | $2.13M | Buy |
50,694
+19,412
| +62% | +$816K | 1.46% | 27 |
|
|
2017
Q1 | $1.3M | Sell |
31,282
-23,152
| -43% | -$960K | 0.94% | 39 |
|
|
2016
Q4 | $2.17M | Buy |
54,434
+1,672
| +3% | +$66.8K | 1.82% | 19 |
|
|
2016
Q3 | $2.03M | Buy |
52,762
+22,166
| +72% | +$853K | 1.54% | 18 |
|
|
2016
Q2 | $1.16M | Buy |
30,596
+1,348
| +5% | +$51K | 0.96% | 36 |
|
|
2016
Q1 | $1.07M | Sell |
29,248
-602
| -2% | -$22.1K | 1% | 35 |
|
|
2015
Q4 | $1.06M | Buy |
+29,850
| New | +$1.06M | 1.01% | 33 |
|