WBH Advisory’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
Q4 | – | Sell |
-4,153
| Closed | -$255K | – | 306 |
|
|
2023
Q3 | $255K | Sell |
4,153
-569
| -12% | -$35K | 0.03% | 264 |
|
|
2023
Q2 | $300K | Sell |
4,722
-716
| -13% | -$45.5K | 0.04% | 251 |
|
|
2023
Q1 | $336K | Buy |
+5,438
| New | +$336K | 0.04% | 241 |
|
|
2022
Q3 | $303K | Buy |
5,491
+221
| +4% | +$12.2K | 0.04% | 238 |
|
|
2022
Q2 | $314K | Buy |
+5,270
| New | +$314K | 0.04% | 243 |
|