Rex Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,486
| Closed | -$219K | – | 37 |
|
|
2016
Q4 | $219K | Hold |
5,486
| – | – | 0.21% | 24 |
|
|
2016
Q3 | $211K | Hold |
5,486
| – | – | 0.23% | 23 |
|
|
2016
Q2 | $208K | Hold |
5,486
| – | – | 0.22% | 17 |
|
|
2016
Q1 | $201K | Buy |
+5,486
| New | +$201K | 0.21% | 31 |
|
|
2015
Q1 | – | Sell |
-5,420
| Closed | -$201K | – | 53 |
|
|
2014
Q4 | $201K | Buy |
+5,420
| New | +$201K | 0.19% | 54 |
|