Placemark Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $16.7M | Buy |
450,492
+194,178
| +76% | +$7.2M | 0.3% | 71 |
|
|
2014
Q3 | $9.12M | Sell |
256,314
-1,038
| -0.4% | -$36.9K | 0.17% | 143 |
|
|
2014
Q2 | $9.11M | Buy |
257,352
+89,482
| +53% | +$3.17M | 0.16% | 144 |
|
|
2014
Q1 | $5.68M | Buy |
167,870
+14,410
| +9% | +$487K | 0.11% | 211 |
|
|
2013
Q4 | $5.11M | Buy |
153,460
+41,098
| +37% | +$1.37M | 0.08% | 275 |
|
|
2013
Q3 | $3.44M | Sell |
112,362
-790
| -0.7% | -$24.2K | 0.07% | 353 |
|
|
2013
Q2 | $3.38M | Buy |
+113,152
| New | +$3.38M | 0.07% | 329 |
|