Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-286
| Closed | -$17K | – | 398 |
|
|
2022
Q2 | $17K | Buy |
+286
| New | +$17K | 0.01% | 572 |
|
|
2022
Q1 | – | Sell |
-286
| Closed | -$19K | – | 374 |
|
|
2021
Q4 | $19K | Hold |
286
| – | – | 0.01% | 573 |
|
|
2021
Q3 | $17K | Buy |
+286
| New | +$17K | 0.01% | 579 |
|
|
2021
Q2 | – | Sell |
-286
| Closed | -$16K | – | 319 |
|
|
2021
Q1 | $16K | Buy |
+286
| New | +$16K | 0.01% | 487 |
|
|
2020
Q1 | – | Sell |
-286
| Closed | -$15K | – | 210 |
|
|
2019
Q4 | $15K | Buy |
+286
| New | +$15K | 0.01% | 435 |
|