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Clear Point Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Clear Point Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-586
Closed -$46K – 216
2024
Q3 		$46K Hold
586
– – 0.04% 204
2024
Q2 		$42.6K Hold
586
– – 0.04% 206
2024
Q1 		$42.3K Hold
586
– – 0.03% 213
2023
Q4 		$38.9K Buy
+586
New +$38.9K 0.03% 207