Focus Partners Wealth
DLN icon

Focus Partners Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Focus Partners Wealth’s Portfolio DLN Stock Details DLN Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$214M Buy
2025
Q2 		$198M Buy
2025
Q1 		$188M Buy
2024
Q4 		$183M Buy
2024
Q3 		$1.54M Sell
2024
Q2 		$160M Buy
2024
Q1 		$158M Buy
2023
Q4 		$949K Buy