CWM
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Centricity Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Centricity Wealth Management’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 		$20.5K Hold
250
– – 0.02% 255
2025
Q1 		$19.8K Hold
250
– – 0.02% 252
2024
Q4 		$19.4K Buy
+250
New +$19.4K 0.02% 254