SFI
SPC Financial Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,600
| Closed | -$262K | – | 254 |
|
|
2024
Q2 | $262K | Buy |
+3,600
| New | +$262K | 0.02% | 214 |
|
|
2015
Q3 | – | Sell |
-78,733
| Closed | -$5.71M | – | 108 |
|
|
2015
Q2 | $5.71M | Sell |
78,733
-3,070
| -4% | -$223K | 1.6% | 21 |
|
|
2015
Q1 | $6M | Sell |
81,803
-9,038
| -10% | -$662K | 1.65% | 17 |
|
|
2014
Q4 | $6.74M | Buy |
90,841
+19,227
| +27% | +$1.43M | 1.96% | 11 |
|
|
2014
Q3 | $5.1M | Buy |
71,614
+861
| +1% | +$61.3K | 1.48% | 24 |
|
|
2014
Q2 | $5.01M | Buy |
70,753
+353
| +0.5% | +$25K | 1.4% | 25 |
|
|
2014
Q1 | $4.76M | Sell |
70,400
-75
| -0.1% | -$5.07K | 1.45% | 26 |
|
|
2013
Q4 | $4.69M | Sell |
70,475
-450
| -0.6% | -$29.9K | 1.47% | 23 |
|
|
2013
Q3 | $4.34M | Sell |
70,925
-275
| -0.4% | -$16.8K | 1.54% | 23 |
|
|
2013
Q2 | $4.26M | Buy |
+71,200
| New | +$4.26M | 1.65% | 19 |
|