Madrona Financial Services’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
Q1 | – | Sell |
-10,830
| Closed | -$385K | – | 38 |
|
|
2015
Q4 | $385K | Hold |
10,830
| – | – | 0.39% | 24 |
|
|
2015
Q3 | $364K | Buy |
10,830
+3,592
| +50% | +$121K | 0.39% | 25 |
|
|
2015
Q2 | $262K | Sell |
7,238
-6,346
| -47% | -$230K | 0.27% | 26 |
|
|
2015
Q1 | $498K | Buy |
13,584
+16
| +0.1% | +$587 | 0.5% | 24 |
|
|
2014
Q4 | $503K | Buy |
+13,568
| New | +$503K | 0.53% | 24 |
|