Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.64M | Buy |
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2020
Q3 | $1.88M | Sell |
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2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.15M | Sell |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $3.19M | Sell |
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|
2018
Q4 | $3.63M | Sell |
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|
2018
Q3 | $4.1M | Sell |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $3.88M | Sell |
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|
2017
Q4 | $4.39M | Buy |
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|
2017
Q3 | $4.13M | Sell |
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|
2017
Q2 | $4.19M | Buy |
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|
2017
Q1 | $4.06M | Sell |
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|
2016
Q4 | $3.99M | Sell |
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|
2016
Q3 | $3.88M | Buy |
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|
2016
Q2 | $3.82M | Buy |
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|
2016
Q1 | $3.54M | Buy |
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|
2015
Q4 | $3.41M | Sell |
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|
2015
Q3 | $4.75M | Sell |
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|
2015
Q2 | $5.17M | Sell |
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|
2015
Q1 | $5.69M | Sell |
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|
2014
Q4 | $5.78M | Buy |
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|
2014
Q3 | $5.13M | Sell |
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|
2014
Q2 | $5.11M | Buy |
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|
2014
Q1 | $4.78M | Sell |
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|
2013
Q4 | $5.24M | Sell |
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|
2013
Q3 | $5.08M | Buy |
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|
2013
Q2 | $4.92M | Buy |
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