Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-230
| Closed | -$11.1K | – | 1755 |
|
|
2019
Q2 | $11.1K | Sell |
230
-1,370
| -86% | -$66.4K | ﹤0.01% | 1310 |
|
|
2019
Q1 | $75.4K | Buy |
+1,600
| New | +$75.4K | 0.01% | 679 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$76.3K | – | 1878 |
|
|
2018
Q3 | $76.3K | Hold |
1,600
| – | – | 0.01% | 668 |
|
|
2018
Q2 | $71.8K | Hold |
1,600
| – | – | 0.01% | 663 |
|
|
2018
Q1 | $71K | Buy |
+1,600
| New | +$71K | 0.01% | 650 |
|