BWM
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BerganKDV Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

BerganKDV Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$14.9K Hold
234
– – ﹤0.01% 517
2023
Q1 		$14.5K Hold
234
– – ﹤0.01% 549
2022
Q4 		$14.5K Hold
234
– – ﹤0.01% 527
2022
Q3 		$13K Buy
+234
New +$13K ﹤0.01% 536