JFGIW
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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
3,275
+475
+17% +$39K 0.01% 269
2025
Q1
$222K Hold
2,800
0.01% 331
2024
Q4
$225K Buy
2,800
+1,800
+180% +$145K 0.01% 280
2024
Q3
$78.6K Buy
+1,000
New +$78.6K ﹤0.01% 470