JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-896
| Closed | -$32K | – | 525 |
|
|
2014
Q3 | $32K | Hold |
896
| – | – | 0.01% | 219 |
|
|
2014
Q2 | $32K | Sell |
896
-28,530
| -97% | -$1.02M | 0.01% | 225 |
|
|
2014
Q1 | $995K | Sell |
29,426
-59,894
| -67% | -$2.03M | 0.55% | 36 |
|
|
2013
Q4 | $2.97M | Sell |
89,320
-1,164
| -1% | -$38.7K | 1.29% | 19 |
|
|
2013
Q3 | $2.77M | Sell |
90,484
-4,292
| -5% | -$131K | 1.29% | 20 |
|
|
2013
Q2 | $2.83M | Buy |
+94,776
| New | +$2.83M | 1.42% | 21 |
|