FinTrust Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$227K Hold
2024
Q2
$210K Sell
2024
Q1
$209K Hold
2023
Q4
$193K Buy
2023
Q3
$135K Buy