Simplicity Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-100,908
Closed -$5.42M 586
2020
Q4
$5.42M Buy
+100,908
New +$5.42M 0.08% 215
2020
Q1
Sell
-13,058
Closed -$692K 748
2019
Q4
$692K Buy
+13,058
New +$692K 0.02% 466