Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-289
| Closed | -$21K | – | 430 |
|
|
2024
Q2 | $21K | Buy |
289
+75
| +35% | +$5.46K | ﹤0.01% | 616 |
|
|
2024
Q1 | $15.4K | Buy |
+214
| New | +$15.4K | ﹤0.01% | 665 |
|
|
2023
Q1 | – | Sell |
-214
| Closed | -$13.3K | – | 489 |
|
|
2022
Q4 | $13.3K | Hold |
214
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $12K | Buy |
+214
| New | +$12K | ﹤0.01% | 665 |
|
|
2020
Q1 | – | Sell |
-214
| Closed | -$11K | – | 559 |
|
|
2019
Q4 | $11K | Hold |
214
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q3 | $11K | Buy |
+214
| New | +$11K | ﹤0.01% | 1083 |
|