Integrated Wealth Concepts’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Integrated Wealth Concepts’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$959K	Buy
2025 Q2	$639K	Sell
2025 Q1	$726K	Sell
2024 Q4	$740K	Buy
2024 Q3	$576K	Buy
2024 Q2	$501K	Buy
2024 Q1	$239K	Sell
2023 Q4	$240K	Buy
2023 Q2	–	Sell
2023 Q1	$248K	Buy