Kohmann Bosshard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+2,440
| New | +$200K | 0.02% | 186 |
|
|
2025
Q1 | – | Sell |
-2,440
| Closed | -$190K | – | 417 |
|
|
2024
Q4 | $190K | Buy |
+2,440
| New | +$190K | 0.02% | 192 |
|
|
2020
Q1 | – | Sell |
-2,040
| Closed | -$108K | – | 113 |
|
|
2019
Q4 | $108K | Hold |
2,040
| – | – | 0.04% | 108 |
|
|
2019
Q3 | $101K | Buy |
+2,040
| New | +$101K | 0.04% | 110 |
|
|
2017
Q1 | $142K | Buy |
+3,420
| New | +$142K | 0.12% | 70 |
|