MinichMacGregor Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-670
| Closed | -$41.5K | – | 231 |
|
|
2022
Q4 | $41.5K | Buy |
+670
| New | +$41.5K | 0.02% | 208 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$26K | – | 195 |
|
|
2018
Q3 | $26K | Hold |
550
| – | – | 0.02% | 185 |
|
|
2018
Q2 | $24K | Hold |
550
| – | – | 0.02% | 187 |
|
|
2018
Q1 | $24K | Hold |
550
| – | – | 0.02% | 191 |
|
|
2017
Q4 | $25K | Hold |
550
| – | – | 0.02% | 178 |
|
|
2017
Q3 | $23K | Hold |
550
| – | – | 0.02% | 181 |
|
|
2017
Q2 | $23K | Hold |
550
| – | – | 0.02% | 172 |
|
|
2017
Q1 | $22K | Hold |
550
| – | – | 0.02% | 170 |
|
|
2016
Q4 | $21K | Hold |
550
| – | – | 0.02% | 175 |
|
|
2016
Q3 | $21K | Hold |
550
| – | – | 0.02% | 177 |
|
|
2016
Q2 | $20K | Hold |
550
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $20K | Buy |
+550
| New | +$20K | 0.02% | 173 |
|