Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,616
| Closed | -$96K | – | 466 |
|
|
2016
Q1 | $96K | Buy |
2,616
+14
| +0.5% | +$514 | 0.01% | 321 |
|
|
2015
Q4 | $93K | Buy |
2,602
+16
| +0.6% | +$572 | 0.01% | 347 |
|
|
2015
Q3 | $87K | Buy |
2,586
+114
| +5% | +$3.84K | 0.01% | 333 |
|
|
2015
Q2 | $90K | Buy |
2,472
+14
| +0.6% | +$510 | 0.01% | 389 |
|
|
2015
Q1 | $91K | Buy |
+2,458
| New | +$91K | 0.01% | 375 |
|