CIA
DLN icon

Concurrent Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Concurrent Investment Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.92M Sell
59,867
-8,849
-13% -$727K 0.1% 223
2025
Q1 		$5.45M Buy
68,716
+64,805
+1,657% +$5.14M 0.13% 169
2024
Q4 		$304K Buy
+3,911
New +$304K 0.01% 812