Mark Sheptoff Financial Planning’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
2020 Q3	–	Sell	-300	Closed	-$14K	–	338
2020 Q2	$14K	Hold	300	–	–	0.01%	224
2020 Q1	$12K	Hold	300	–	–	0.01%	212
2019 Q4	$16K	Hold	300	–	–	0.01%	235
2019 Q3	$15K	Hold	300	–	–	0.01%	236
2019 Q2	$15K	Hold	300	–	–	0.01%	231
2019 Q1	$14K	Hold	300	–	–	0.01%	237
2018 Q4	$13K	Hold	300	–	–	0.01%	218
2018 Q3	$14K	Hold	300	–	–	0.01%	263
2018 Q2	$13K	Hold	300	–	–	0.01%	254
2018 Q1	$13K	Hold	300	–	–	0.01%	260
2017 Q4	$14K	Hold	300	–	–	0.01%	258
2017 Q3	$13K	Hold	300	–	–	0.01%	267
2017 Q2	$13K	Sell	300 -2	-0.7%	-$84	0.01%	261
2017 Q1	$12K	Buy	302 +2	+0.7%	+$82	0.01%	269
2016 Q4	$12K	Hold	300	–	–	0.01%	255
2016 Q3	$12K	Hold	300	–	–	0.01%	250
2016 Q2	$11K	Hold	300	–	–	0.01%	243
2016 Q1	$11K	Hold	300	–	–	0.01%	242
2015 Q4	$11K	Buy	+300	New	+$10.7K	0.01%	265