Adero Partners’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
2022
Q2
Sell
-3,378
Closed -$222K 154
2022
Q1
$222K Hold
3,378
0.03% 149
2021
Q4
$223K Hold
3,378
0.04% 148
2021
Q3
$201K Hold
3,378
0.04% 141
2021
Q2
$203K Buy
+3,378
New +$203K 0.05% 131