HL Financial Services’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
Q4 | – | Sell |
-4,230
| Closed | -$202K | – | 727 |
|
|
2018
Q3 | $202K | Buy |
+4,230
| New | +$202K | ﹤0.01% | 722 |
|
|
2017
Q4 | – | Sell |
-8,592
| Closed | -$373K | – | 618 |
|
|
2017
Q3 | $373K | Buy |
8,592
+560
| +7% | +$24.3K | 0.01% | 538 |
|
|
2017
Q2 | $338K | Hold |
8,032
| – | – | 0.01% | 555 |
|
|
2017
Q1 | $333K | Hold |
8,032
| – | – | 0.01% | 537 |
|
|
2016
Q4 | $321K | Hold |
8,032
| – | – | 0.01% | 538 |
|
|
2016
Q3 | $309K | Hold |
8,032
| – | – | 0.01% | 530 |
|
|
2016
Q2 | $304K | Hold |
8,032
| – | – | 0.01% | 531 |
|
|
2016
Q1 | $295K | Hold |
8,032
| – | – | 0.01% | 528 |
|
|
2015
Q4 | $286K | Buy |
+8,032
| New | +$286K | 0.01% | 543 |
|