Baldwin Wealth 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 Q3	–	Sell	-132	Closed	-$8.4K	–	764
2023 Q2	$8.4K	Hold	132	–	–	﹤0.01%	605
2023 Q1	$8.17K	Buy	+132	New	+$8.17K	﹤0.01%	633