White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,050
| Closed | -$332K | – | 127 |
|
|
2019
Q1 | $332K | Sell |
7,050
-2,370
| -25% | -$112K | 0.15% | 90 |
|
|
2018
Q4 | $398K | Sell |
9,420
-6,300
| -40% | -$266K | 0.22% | 78 |
|
|
2018
Q3 | $750K | Sell |
15,720
-1,480
| -9% | -$70.6K | 0.38% | 61 |
|
|
2018
Q2 | $772K | Sell |
17,200
-2,600
| -13% | -$117K | 0.42% | 56 |
|
|
2018
Q1 | $876K | Sell |
19,800
-650
| -3% | -$28.8K | 0.5% | 49 |
|
|
2017
Q4 | $942K | Buy |
+20,450
| New | +$942K | 0.54% | 50 |
|