Paracle Advisors’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
2021
Q1
$2.94M Sell
2020
Q4
$2.8M Sell
2020
Q3
$2.53M Buy
2020
Q2
$2.39M Sell
2020
Q1
$2.19M Sell
2019
Q4
$3.31M Sell
2019
Q3
$3.11M Sell
2019
Q2
$3.09M Sell
2019
Q1
$3.24M Sell
2018
Q4
$2.97M Sell
2018
Q3
$3.38M Sell
2018
Q2
$3.25M Sell
2018
Q1
$3.26M Sell
2017
Q4
$3.48M Sell
2017
Q3
$3.34M Buy
2017
Q2
Sell
2017
Q1
$3.61M Sell
2016
Q4
$3.66M Sell
2016
Q3
$3.64M Sell
2016
Q2
$3.59M Sell
2016
Q1
$3.57M Sell
2015
Q4
$3.55M Sell
2015
Q3
$3.44M Sell
2015
Q2
$3.96M Sell
2015
Q1
$4.04M Sell
2014
Q4
$4.22M Sell
2014
Q3
$4.25M Buy