Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-880
| Closed | -$33K | – | 1257 |
|
|
2016
Q2 | $33K | Hold |
880
| – | – | 0.01% | 487 |
|
|
2016
Q1 | $32K | Hold |
880
| – | – | 0.01% | 450 |
|
|
2015
Q4 | $31K | Hold |
880
| – | – | 0.01% | 481 |
|
|
2015
Q3 | $30K | Hold |
880
| – | – | 0.01% | 477 |
|
|
2015
Q2 | $32K | Sell |
880
-1,100
| -56% | -$40K | 0.01% | 476 |
|
|
2015
Q1 | $72K | Buy |
+1,980
| New | +$72K | 0.03% | 323 |
|