Daymark Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Daymark Wealth Partners’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 Q3	$331K	Sell
2025 Q2	$314K	Hold
2025 Q1	$303K	Hold
2024 Q4	$297K	Hold
2024 Q3	$300K	Hold
2024 Q2	$278K	Hold
2024 Q1	$276K	Buy
2023 Q4	$203K	Buy
2023 Q3	–	Sell
2023 Q2	$212K	Buy