Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,240
| Closed | -$90K | – | 335 |
|
|
2020
Q1 | $90K | Hold |
2,240
| – | – | 0.05% | 284 |
|
|
2019
Q4 | $118K | Buy |
+2,240
| New | +$118K | 0.06% | 290 |
|
|
2019
Q3 | – | Sell |
-3,004
| Closed | -$146K | – | 335 |
|
|
2019
Q2 | $146K | Buy |
3,004
+6
| +0.2% | +$292 | 0.1% | 208 |
|
|
2019
Q1 | $141K | Buy |
2,998
+2
| +0.1% | +$94 | 0.1% | 212 |
|
|
2018
Q4 | $127K | Buy |
2,996
+8
| +0.3% | +$339 | 0.12% | 193 |
|
|
2018
Q3 | $143K | Sell |
2,988
-2,438
| -45% | -$117K | 0.13% | 199 |
|
|
2018
Q2 | $244K | Buy |
5,426
+4
| +0.1% | +$180 | 0.22% | 126 |
|
|
2018
Q1 | $240K | Buy |
5,422
+726
| +15% | +$32.1K | 0.3% | 125 |
|
|
2017
Q4 | $227K | Buy |
+4,696
| New | +$227K | 0.27% | 131 |
|