Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,252
| Closed | -$635K | – | 1067 |
|
|
2022
Q4 | $635K | Buy |
10,252
+3,522
| +52% | +$218K | 0.03% | 377 |
|
|
2022
Q3 | $372K | Buy |
6,730
+558
| +9% | +$30.8K | 0.02% | 335 |
|
|
2022
Q2 | $369K | Sell |
6,172
-9,785
| -61% | -$585K | 0.03% | 319 |
|
|
2022
Q1 | $1.05M | Buy |
15,957
+11,007
| +222% | +$724K | 0.06% | 292 |
|
|
2021
Q4 | $327K | Buy |
+4,950
| New | +$327K | 0.03% | 383 |
|
|
2021
Q1 | $20.4M | Buy |
356,110
+354,514
| +22,213% | +$20.3M | 1.63% | 7 |
|
|
2020
Q4 | $86K | Buy |
+1,596
| New | +$86K | 0.01% | 481 |
|