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

BKM 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
2024
Q1 		– Sell
-4,278,236
Closed -$4.41M – 277
2023
Q4 		$4.41M Buy
+4,278,236
New +$4.41M 1.88% 9