RegentAtlantic Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $374K | Hold |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $267K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $248K | Sell |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $262K | Buy |
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|
2017
Q2 | $214K | Buy |
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