Cary Street Partners’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
$255K Sell
3,112
-378
-11% -$31K 0.01% 699
2025
Q1
$277K Buy
3,490
+395
+13% +$31.4K 0.01% 667
2024
Q4
$241K Buy
+3,095
New +$241K 0.01% 670