WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $97K | Hold |
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|
2017
Q1 | $95K | Hold |
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|
2016
Q4 | $92K | Sell |
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|
2016
Q3 | $105K | Buy |
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|
2016
Q2 | $103K | Buy |
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|
2016
Q1 | $100K | Buy |
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|
2015
Q4 | $68K | Buy |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | $69K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $2K | Buy |
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