Shepherd Kaplan Krochuk’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $536K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $429K | Buy |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.44M | Sell |
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|
2019
Q1 | $2.51M | Buy |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $307K | Sell |
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|
2017
Q4 | $429K | Buy |
|