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

Collaborative Wealth Management’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
2025 Q2	$567K	Sell
2025 Q1	$633K	Sell
2024 Q4	$665K	Sell
2024 Q3	$740K	Sell
2024 Q2	$688K	Sell
2024 Q1	$813K	Sell
2023 Q4	$845K	Buy
2023 Q3	$772K	Buy
2023 Q2	$768K	Buy
2023 Q1	$430K	Buy