First Trust Direct Indexing’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
Q4
Sell
-5,105
Closed -$401K 247
2024
Q3
$401K Hold
5,105
0.02% 620
2024
Q2
$371K Hold
5,105
0.02% 580
2024
Q1
$369K Buy
+5,105
New +$369K 0.03% 560