CFS Investment Advisory Services’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
2022
Q4
Sell
-88,416
Closed -$2K 156
2022
Q3
$2K Buy
+88,416
New +$2K ﹤0.01% 158
2022
Q2
Sell
-105,152
Closed -$2K 295
2022
Q1
$2K Buy
+105,152
New +$2K 0.01% 274