Frazier Financial 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
2025
Q3
$542K Hold
2025
Q2
$512K Hold
2025
Q1
$495K Hold
2024
Q4
$484K Hold
2024
Q3
$490K Hold
2024
Q2
$453K Sell
2024
Q1
$606K Buy
2023
Q4
$557K Buy