Ahrens Investment 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
2023
Q1
$180K Buy
+2,910
New +$180K 0.09% 159
2022
Q3
Sell
-2,598
Closed -$154K 346
2022
Q2
$154K Hold
2,598
0.07% 184
2022
Q1
$171K Buy
2,598
+80
+3% +$5.27K 0.05% 202
2021
Q4
$166K Buy
+2,518
New +$166K 0.07% 211