Future You Wealth’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
$15.7M Buy
190,803
+9,284
+5% +$762K 8.51% 3
2025
Q1
$14.4M Buy
181,519
+37,319
+26% +$2.96M 9.23% 2
2024
Q4
$11.2M Buy
+144,200
New +$11.2M 7.94% 4