Merriman 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
2015
Q2
Sell
-174,324
Closed -$6.43M 28
2015
Q1
$6.43M Buy
174,324
+890
+0.5% +$32.8K 6.55% 6
2014
Q4
$6.35M Sell
173,434
-3,544
-2% -$130K 9.08% 4
2014
Q3
$6.5M Buy
+176,978
New +$6.5M 8.42% 4