Klingman & Associates’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
Q4 | – | Sell |
-1,200
| Closed | -$46K | – | 157 |
|
|
2016
Q3 | $46K | Hold |
1,200
| – | – | 0.01% | 190 |
|
|
2016
Q2 | $45K | Hold |
1,200
| – | – | 0.01% | 198 |
|
|
2016
Q1 | $44K | Hold |
1,200
| – | – | 0.02% | 197 |
|
|
2015
Q4 | $43K | Hold |
1,200
| – | – | 0.02% | 213 |
|
|
2015
Q3 | $40K | Hold |
1,200
| – | – | 0.02% | 215 |
|
|
2015
Q2 | $43K | Hold |
1,200
| – | – | 0.02% | 187 |
|
|
2015
Q1 | $44K | Hold |
1,200
| – | – | 0.02% | 175 |
|
|
2014
Q4 | $44K | Buy |
+1,200
| New | +$44K | 0.02% | 183 |
|