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

Cascade Financial Partners’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.41M	Sell
2025 Q2	$1.43M	Buy
2025 Q1	$1.35M	Sell
2024 Q4	$1.37M	Hold
2024 Q3	$1.41M	Hold
2024 Q2	$1.28M	Hold
2024 Q1	$1.22M	Buy