TrueWealth LLC’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 | $27K | Sell |
582
-178
| -23% | -$8.26K | 0.01% | 344 |
|
|
2020
Q1 | $31K | Hold |
760
| – | – | 0.02% | 305 |
|
|
2019
Q4 | $40K | Hold |
760
| – | – | 0.02% | 294 |
|
|
2019
Q3 | $38K | Hold |
760
| – | – | 0.02% | 291 |
|
|
2019
Q2 | $37K | Hold |
760
| – | – | 0.02% | 299 |
|
|
2019
Q1 | $36K | Hold |
760
| – | – | 0.02% | 299 |
|
|
2018
Q4 | $32K | Hold |
760
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $36K | Hold |
760
| – | – | 0.02% | 310 |
|
|
2018
Q2 | $34K | Hold |
760
| – | – | 0.02% | 310 |
|
|
2018
Q1 | $34K | Hold |
760
| – | – | 0.02% | 296 |
|
|
2017
Q4 | $35K | Buy |
+760
| New | +$35K | 0.02% | 327 |
|