Starfire Investment Advisers’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
2020
Q2
$643K Hold
13,858
0.31% 81
2020
Q1
$560K Sell
13,858
-460
-3% -$22.5K 0.31% 79
2019
Q4
$758K Sell
14,318
-90
-0.6% -$4.59K 0.29% 78
2019
Q3
$713K Hold
14,408
0.29% 80
2019
Q2
$698K Sell
14,408
-2,300
-14% -$110K 0.31% 76
2019
Q1
$787K Hold
16,708
0.36% 66
2018
Q4
$705K Buy
16,708
+2,146
+15% +$97.2K 0.38% 62
2018
Q3
$694K Sell
14,562
-2,146
-13% -$101K 0.34% 64
2018
Q2
$749K Hold
16,708
0.38% 63
2018
Q1
$739K Buy
+16,708
New +$770K 0.38% 62
2017
Q4
Sell
-16,736
Closed -$726K 163
2017
Q3
$726K Hold
16,736
0.44% 51
2017
Q2
$703K Hold
16,736
0.41% 53
2017
Q1
$691K Buy
16,736
+250
+2% +$10.2K 0.37% 56
2016
Q4
$659K Hold
16,486
0.38% 58
2016
Q3
$635K Sell
16,486
-280
-2% -$10.8K 0.38% 59
2016
Q2
$635K Hold
16,766
0.44% 51
2016
Q1
$615K Hold
16,766
0.4% 56
2015
Q4
$596K Sell
16,766
-650
-4% -$23.3K 0.41% 58
2015
Q3
$586K Sell
17,416
-440
-2% -$15.5K 0.43% 56
2015
Q2
$647K Buy
17,856
+30
+0.2% +$1.12K 0.43% 56
2015
Q1
$653K Buy
+17,826
New +$658K 0.43% 55

Other funds holding DLN