Flagship Wealth 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
$1.6M Sell
19,534
-11,000
-36% -$904K 0.6% 33
2025
Q1
$2.42M Buy
+30,534
New +$2.42M 1.02% 27