WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $97K | Hold |
2,300
| – | – | 0.02% | 533 |
|
|
2017
Q1 | $95K | Hold |
2,300
| – | – | 0.03% | 493 |
|
|
2016
Q4 | $92K | Sell |
2,300
-418
| -15% | -$16.7K | 0.02% | 540 |
|
|
2016
Q3 | $105K | Buy |
2,718
+4
| +0.1% | +$155 | 0.03% | 505 |
|
|
2016
Q2 | $103K | Buy |
2,714
+2
| +0.1% | +$76 | 0.03% | 489 |
|
|
2016
Q1 | $100K | Buy |
2,712
+804
| +42% | +$29.6K | 0.03% | 469 |
|
|
2015
Q4 | $68K | Buy |
1,908
+2
| +0.1% | +$71 | 0.02% | 568 |
|
|
2015
Q3 | $64K | Buy |
1,906
+4
| +0.2% | +$134 | 0.02% | 568 |
|
|
2015
Q2 | $69K | Buy |
+1,902
| New | +$69K | 0.02% | 637 |
|
|
2014
Q1 | – | Sell |
-82
| Closed | -$3K | – | 2018 |
|
|
2013
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 1864 |
|
|
2013
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 1833 |
|
|
2013
Q2 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 1839 |
|