Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,354
| Closed | -$517K | – | 617 |
|
|
2023
Q1 | $517K | Buy |
+8,354
| New | +$517K | 0.04% | 421 |
|
|
2021
Q2 | – | Sell |
-158
| Closed | -$10K | – | 1070 |
|
|
2021
Q1 | $10K | Sell |
158
-568
| -78% | -$35.9K | ﹤0.01% | 2309 |
|
|
2020
Q4 | $39K | Hold |
726
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q3 | $35K | Hold |
726
| – | – | ﹤0.01% | 1333 |
|
|
2020
Q2 | $34K | Hold |
726
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q1 | $29K | Hold |
726
| – | – | ﹤0.01% | 1255 |
|
|
2019
Q4 | $38K | Sell |
726
-6,466
| -90% | -$338K | ﹤0.01% | 1230 |
|
|
2019
Q3 | $356K | Buy |
+7,192
| New | +$356K | 0.03% | 492 |
|
|
2019
Q1 | $429K | Hold |
9,116
| – | – | 0.05% | 368 |
|
|
2018
Q4 | $385K | Buy |
+9,116
| New | +$385K | 0.05% | 327 |
|