Willingdon Wealth Management’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
2020
Q1
$12K Hold
2019
Q4
$15K Hold
2019
Q3
$14K Hold
2019
Q2
$14K Sell
2019
Q1
$17K Hold
2018
Q4
$15K Hold
2018
Q3
$17K Hold
2018
Q2
$16K Buy