CWMK
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Caliber Wealth Management (Kansas)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.4M Sell
126,740
-7,557
-6% -$621K 1.12% 21
2025
Q1 		$10.7M Buy
+134,297
New +$10.7M 1.45% 14