FinTrust Capital 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
2024
Q3
$227K Hold
2,893
0.04% 290
2024
Q2
$210K Sell
2,893
-7
-0.2% -$509 0.04% 290
2024
Q1
$209K Hold
2,900
0.04% 281
2023
Q4
$193K Buy
2,900
+709
+32% +$47.1K 0.04% 279
2023
Q3
$135K Buy
+2,191
New +$135K 0.03% 300