TCI Wealth Advisors’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
-3,320
Closed -$134K 1486
2020
Q1
$134K Buy
+3,320
New +$134K 0.07% 169
2018
Q2
Sell
-750
Closed -$33K 1521
2018
Q1
$33K Hold
750
0.02% 386
2017
Q4
$35K Buy
+750
New +$35K 0.02% 394