MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $838K | Sell |
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|
2016
Q3 | $937K | Sell |
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|
2016
Q2 | $1.38M | Sell |
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|
2016
Q1 | $1.48M | Sell |
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|
2015
Q4 | $1.5M | Buy |
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|
2015
Q3 | $993K | Sell |
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|
2015
Q2 | $1.43M | Sell |
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|
2015
Q1 | $4.57M | Buy |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $988K | Sell |
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|
2014
Q1 | $1.04M | Sell |
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|
2013
Q4 | $1.27M | Sell |
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|
2013
Q3 | $1.31M | Sell |
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|
2013
Q2 | $1.32M | Buy |
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