Heritage Wealth Management (Texas)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$563K	Sell
2025 Q2	$595K	Sell
2025 Q1	$890K	Buy
2024 Q4	$653K	Sell
2024 Q3	$750K	Sell
2024 Q2	$788K	Sell
2024 Q1	$1.71M	Buy
2023 Q4	$1.54M	Buy