Kingsview Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$392K Sell
2025
Q1
$455K Sell
2024
Q4
$457K Buy
2022
Q2
Sell
2022
Q1
$976K Buy