BOSSRA
DLN icon

B.O.S.S. Retirement Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$210K Sell
2,557
-488
-16% -$40.1K 0.05% 182
2025
Q1 		$242K Sell
3,045
-296
-9% -$23.5K 0.07% 155
2024
Q4 		$260K Buy
+3,341
New +$260K 0.07% 152