TrueWealth LLC’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
$27K Sell
2020
Q1
$31K Hold
2019
Q4
$40K Hold
2019
Q3
$38K Hold
2019
Q2
$37K Hold
2019
Q1
$36K Hold
2018
Q4
$32K Hold
2018
Q3
$36K Hold
2018
Q2
$34K Hold
2018
Q1
$34K Hold
2017
Q4
$35K Buy