Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,130
| Closed | -$329K | – | 140 |
|
|
2020
Q4 | $329K | Hold |
6,130
| – | – | 0.09% | 114 |
|
|
2020
Q3 | $297K | Hold |
6,130
| – | – | 0.09% | 111 |
|
|
2020
Q2 | $285K | Hold |
6,130
| – | – | 0.09% | 102 |
|
|
2020
Q1 | $248K | Hold |
6,130
| – | – | 0.1% | 100 |
|
|
2019
Q4 | $325K | Buy |
+6,130
| New | +$325K | 0.09% | 114 |
|