CFP
DLN icon

Cascade Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cascade Financial Partners’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
2026
Q1 		$1.45M Hold
16,223
– – 0.15% 96
2025
Q4 		$1.43M Hold
16,223
– – 0.14% 96
2025
Q3 		$1.41M Sell
16,223
-1,146
-7% -$97K 0.16% 94
2025
Q2 		$1.43M Buy
17,369
+300
+2% +$23.4K 0.17% 89
2025
Q1 		$1.35M Sell
17,069
-508
-3% -$40.5K 0.17% 92
2024
Q4 		$1.37M Hold
17,577
– – 0.18% 85
2024
Q3 		$1.41M Hold
17,577
– – 0.18% 81
2024
Q2 		$1.28M Hold
17,577
– – 0.17% 81
2024
Q1 		$1.22M Buy
+17,577
New +$1.21M 0.18% 83

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