Farther Finance Advisors’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
2025
Q2
$404K Sell
4,922
-39
-0.8% -$3.2K 0.01% 1005
2025
Q1
$393K Buy
+4,961
New +$393K 0.01% 899
2023
Q1
Sell
-404
Closed -$25K 2370
2022
Q4
$25K Buy
+404
New +$25K 0.01% 664