Capital Investment Advisors’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
Sell
-2,601
Closed -$206K 708
2025
Q1
$206K Buy
+2,601
New +$206K ﹤0.01% 633
2022
Q2
Sell
-3,961
Closed -$260K 572
2022
Q1
$260K Sell
3,961
-155
-4% -$10.2K 0.01% 492
2021
Q4
$272K Buy
+4,116
New +$272K 0.01% 488