First American Trust’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
$10.4M Buy
126,368
+1,996
+2% +$164K 0.83% 30
2025
Q1
$9.87M Buy
124,372
+7,166
+6% +$569K 0.91% 32
2024
Q4
$9.12M Buy
+117,206
New +$9.12M 0.91% 36