LWP
Lumature Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50.8K | Hold |
798
| – | – | 0.03% | 223 |
|
|
2023
Q1 | $49.4K | Hold |
798
| – | – | 0.03% | 219 |
|
|
2022
Q4 | $49.4K | Hold |
798
| – | – | 0.03% | 218 |
|
|
2022
Q3 | $44K | Hold |
798
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $47K | Hold |
798
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $52K | Hold |
798
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $53K | Buy |
798
+399
| +100% | +$26.5K | 0.02% | 224 |
|
|
2021
Q3 | $48K | Hold |
399
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $48K | Hold |
399
| – | – | 0.02% | 234 |
|
|
2021
Q1 | $46K | Buy |
+399
| New | +$46K | 0.02% | 235 |
|