Marquette Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-470
| Closed | -$22K | – | 224 |
|
|
2020
Q2 | $22K | Hold |
470
| – | – | 0.01% | 193 |
|
|
2020
Q1 | $19K | Hold |
470
| – | – | 0.01% | 195 |
|
|
2019
Q4 | $25K | Hold |
470
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $23K | Hold |
470
| – | – | 0.01% | 194 |
|
|
2019
Q2 | $23K | Hold |
470
| – | – | 0.01% | 188 |
|
|
2019
Q1 | $22K | Buy |
+470
| New | +$22K | 0.01% | 191 |
|