Plimoth Trust’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
2020
Q2
Sell
-13,942
Closed -$564K 163
2020
Q1
$564K Buy
13,942
+600
+4% +$24.3K 0.24% 112
2019
Q4
$706K Sell
13,342
-268
-2% -$14.2K 0.23% 124
2019
Q3
$675K Buy
13,610
+558
+4% +$27.7K 0.22% 127
2019
Q2
$632K Buy
+13,052
New +$632K 0.21% 126