Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $56K | Buy |
1,040
+160
| +18% | +$8.62K | 0.01% | 568 |
|
|
2020
Q3 | $43K | Hold |
880
| – | – | 0.01% | 486 |
|
|
2020
Q2 | $41K | Buy |
880
+728
| +479% | +$33.9K | 0.01% | 493 |
|
|
2020
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 742 |
|
|
2019
Q4 | $8K | Hold |
152
| – | – | ﹤0.01% | 858 |
|
|
2019
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 849 |
|
|
2019
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 865 |
|
|
2019
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 852 |
|
|
2018
Q4 | $8K | Hold |
152
| – | – | ﹤0.01% | 803 |
|
|
2018
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 825 |
|
|
2018
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 834 |
|
|
2018
Q1 | $6.64K | Hold |
152
| – | – | ﹤0.01% | 866 |
|
|
2017
Q4 | $6.91K | Hold |
152
| – | – | ﹤0.01% | 878 |
|
|
2017
Q3 | $6.51K | Sell |
152
-598
| -80% | -$25.6K | ﹤0.01% | 895 |
|
|
2017
Q2 | $31.5K | Buy |
750
+598
| +393% | +$25.1K | 0.01% | 656 |
|
|
2017
Q1 | $6.22K | Hold |
152
| – | – | ﹤0.01% | 993 |
|
|
2016
Q4 | $5.99K | Hold |
152
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q3 | $5.78K | Hold |
152
| – | – | ﹤0.01% | 1031 |
|
|
2016
Q2 | $5.68K | Buy |
152
+2
| +1% | +$75 | ﹤0.01% | 1007 |
|
|
2016
Q1 | $5.51K | Sell |
150
-2
| -1% | -$73 | ﹤0.01% | 1005 |
|
|
2015
Q4 | $5.34K | Hold |
152
| – | – | ﹤0.01% | 1056 |
|
|
2015
Q3 | $5.05K | Hold |
152
| – | – | ﹤0.01% | 1035 |
|
|
2015
Q2 | $5.44K | Hold |
152
| – | – | ﹤0.01% | 1064 |
|
|
2015
Q1 | $5.5K | Hold |
152
| – | – | ﹤0.01% | 1010 |
|
|
2014
Q4 | $5.56K | Hold |
152
| – | – | ﹤0.01% | 1017 |
|
|
2014
Q3 | $5.34K | Buy |
152
+2
| +1% | +$70 | ﹤0.01% | 1065 |
|
|
2014
Q2 | $5.31K | Hold |
150
| – | – | ﹤0.01% | 1012 |
|
|
2014
Q1 | $5.07K | Hold |
150
| – | – | ﹤0.01% | 1015 |
|
|
2013
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1124 |
|