TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.61M | Sell |
26,095
-1,148
| -4% | -$71K | 0.63% | 44 |
|
|
2023
Q2 | $1.75M | Buy |
27,243
+1,548
| +6% | +$99.5K | 0.64% | 44 |
|
|
2023
Q1 | $1.61M | Buy |
25,695
+20,954
| +442% | +$1.32M | 0.64% | 47 |
|
|
2022
Q4 | $301K | Buy |
4,741
+576
| +14% | +$36.5K | 0.16% | 121 |
|
|
2022
Q3 | $255K | Buy |
+4,165
| New | +$255K | 0.14% | 117 |
|