Brady Family Wealth’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
2025
Q2
$215K Hold
2,617
0.07% 111
2025
Q1
$208K Sell
2,617
-38
-1% -$3.02K 0.07% 112
2024
Q4
$207K Hold
2,655
0.06% 114
2024
Q3
$209K Buy
+2,655
New +$209K 0.06% 117