JP Morgan Private Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.49M | Sell |
|
|||||
|
2023
Q2 | $3.8M | Sell |
|
|||||
|
2023
Q1 | $5.64M | Sell |
|
|||||
|
2022
Q4 | $5.78M | Buy |
|
|||||
|
2022
Q3 | $5.15M | Buy |
|
|||||
|
2022
Q2 | $5.29M | Buy |
|
|||||
|
2022
Q1 | $5.47M | Sell |
|
|||||
|
2021
Q4 | $6.12M | Sell |
|
|||||
|
2021
Q3 | $5.61M | Sell |
|
|||||
|
2021
Q2 | $5.78M | Sell |
|
|||||
|
2021
Q1 | $5.96M | Sell |
|
|||||
|
2020
Q4 | $5.76M | Sell |
|
|||||
|
2020
Q3 | $5.6M | Sell |
|
|||||
|
2020
Q2 | $5.59M | Sell |
|
|||||
|
2020
Q1 | $5.47M | Buy |
|
|||||
|
2019
Q4 | $7.01M | Buy |
|
|||||
|
2019
Q3 | $6.49M | Sell |
|
|||||
|
2019
Q2 | $6.39M | Sell |
|
|||||
|
2019
Q1 | $6.51M | Sell |
|
|||||
|
2018
Q4 | $5.91M | Buy |
|
|||||
|
2018
Q3 | $6.01M | Sell |
|
|||||
|
2018
Q2 | $6.34M | Sell |
|
|||||
|
2018
Q1 | $10.4M | Sell |
|
|||||
|
2017
Q4 | $11.1M | Buy |
|
|||||
|
2017
Q3 | $10.2M | Buy |
|
|||||
|
2017
Q2 | $9.51M | Buy |
|
|||||
|
2017
Q1 | $9.14M | Buy |
|
|||||
|
2016
Q4 | $1.13M | Sell |
|
|||||
|
2016
Q3 | $1.11M | Sell |
|
|||||
|
2016
Q2 | $1.15M | Sell |
|
|||||
|
2016
Q1 | $1.2M | Buy |
|
|||||
|
2015
Q4 | $1.11M | Hold |
|
|||||
|
2015
Q3 | $1.05M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1.17M | Buy |
|
|||||
|
2014
Q4 | $990K | Hold |
|
|||||
|
2014
Q3 | $950K | Sell |
|
|||||
|
2014
Q2 | $960K | Sell |
|
|||||
|
2014
Q1 | $1.18M | Buy |
|
|||||
|
2013
Q4 | $942K | Buy |
|
|||||
|
2013
Q3 | $830K | Hold |
|
|||||
|
2013
Q2 | $811K | Buy |
|