Hudock Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,188
| Closed | -$65K | – | 278 |
|
|
2022
Q3 | $65K | Hold |
1,188
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $70K | Hold |
1,188
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $78K | Hold |
1,188
| – | – | 0.02% | 260 |
|
|
2021
Q4 | $78K | Hold |
1,188
| – | – | 0.02% | 272 |
|
|
2021
Q3 | $70K | Hold |
1,188
| – | – | 0.02% | 281 |
|
|
2021
Q2 | $71K | Hold |
1,188
| – | – | 0.02% | 280 |
|
|
2021
Q1 | $68K | Hold |
1,188
| – | – | 0.02% | 276 |
|
|
2020
Q4 | $63K | Hold |
1,188
| – | – | 0.02% | 280 |
|
|
2020
Q3 | $57K | Sell |
1,188
-118
| -9% | -$5.66K | 0.02% | 258 |
|
|
2020
Q2 | $60K | Hold |
1,306
| – | – | 0.02% | 243 |
|
|
2020
Q1 | $52K | Sell |
1,306
-458
| -26% | -$18.2K | 0.02% | 220 |
|
|
2019
Q4 | $93K | Hold |
1,764
| – | – | 0.03% | 187 |
|
|
2019
Q3 | $87K | Hold |
1,764
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $85K | Hold |
1,764
| – | – | 0.03% | 184 |
|
|
2019
Q1 | $83K | Sell |
1,764
-24
| -1% | -$1.13K | 0.03% | 188 |
|
|
2018
Q4 | $74K | Sell |
1,788
-12
| -0.7% | -$497 | 0.03% | 188 |
|
|
2018
Q3 | $85K | Hold |
1,800
| – | – | 0.03% | 180 |
|
|
2018
Q2 | $80K | Hold |
1,800
| – | – | 0.03% | 177 |
|
|
2018
Q1 | $79K | Sell |
1,800
-334
| -16% | -$14.7K | 0.03% | 183 |
|
|
2017
Q4 | $98K | Hold |
2,134
| – | – | 0.04% | 160 |
|
|
2017
Q3 | $92K | Hold |
2,134
| – | – | 0.04% | 156 |
|
|
2017
Q2 | $89K | Hold |
2,134
| – | – | 0.05% | 157 |
|
|
2017
Q1 | $88K | Buy |
2,134
+2
| +0.1% | +$82 | 0.05% | 147 |
|
|
2016
Q4 | $85K | Sell |
2,132
-22
| -1% | -$877 | 0.05% | 156 |
|
|
2016
Q3 | $82K | Sell |
2,154
-316
| -13% | -$12K | 0.05% | 165 |
|
|
2016
Q2 | $93K | Buy |
2,470
+2
| +0.1% | +$75 | 0.05% | 154 |
|
|
2016
Q1 | $90K | Sell |
2,468
-798
| -24% | -$29.1K | 0.05% | 149 |
|
|
2015
Q4 | $116K | Buy |
3,266
+2
| +0.1% | +$71 | 0.05% | 121 |
|
|
2015
Q3 | $109K | Buy |
3,264
+110
| +3% | +$3.67K | 0.05% | 128 |
|
|
2015
Q2 | $114K | Sell |
3,154
-938
| -23% | -$33.9K | 0.05% | 130 |
|
|
2015
Q1 | $150K | Sell |
4,092
-1,512
| -27% | -$55.4K | 0.07% | 115 |
|
|
2014
Q4 | $208K | Buy |
5,604
+1,276
| +29% | +$47.4K | 0.1% | 95 |
|
|
2014
Q3 | $154K | Buy |
4,328
+634
| +17% | +$22.6K | 0.1% | 117 |
|
|
2014
Q2 | $131K | Buy |
3,694
+3,082
| +504% | +$109K | 0.15% | 116 |
|
|
2014
Q1 | $21K | Sell |
612
-2,852
| -82% | -$97.9K | 0.02% | 295 |
|
|
2013
Q4 | $115K | Buy |
3,464
+988
| +40% | +$32.8K | 0.1% | 115 |
|
|
2013
Q3 | $76K | Buy |
2,476
+318
| +15% | +$9.76K | 0.07% | 131 |
|
|
2013
Q2 | $65K | Buy |
+2,158
| New | +$65K | 0.1% | 141 |
|