GeoWealth Management’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
2023
Q1
Sell
-3,313
Closed -$205K 394
2022
Q4
$205K Buy
+3,313
New +$205K 0.02% 240