Bogart Wealth LLC’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bogart Wealth LLC’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$794	Hold
2025 Q2	$746	Buy
2025 Q1	$478	Buy
2024 Q4	$156	Hold
2024 Q3	$157	Sell
2024 Q2	$364	Hold
2024 Q1	$361	Hold
2023 Q4	$332	Hold
2023 Q3	$307	Buy