JFS Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JFS Wealth Advisors’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell
2014 Q3	$32K	Hold
2014 Q2	$32K	Sell
2014 Q1	$995K	Sell
2013 Q4	$2.97M	Sell
2013 Q3	$2.77M	Sell
2013 Q2	$2.83M	Buy