Regal 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
2015
Q4
Sell
-3,150
Closed -$105K 414
2015
Q3
$105K Hold
3,150
0.03% 336
2015
Q2
$114K Buy
3,150
+650
+26% +$23.5K 0.03% 318
2015
Q1
$92K Buy
+2,500
New +$92K 0.02% 349