Kohmann Bosshard Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kohmann Bosshard Financial Services’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	$212K	Hold
2025 Q2	$200K	Buy
2025 Q1	–	Sell
2024 Q4	$190K	Buy
2020 Q1	–	Sell
2019 Q4	$108K	Hold
2019 Q3	$101K	Buy
2017 Q1	$142K	Buy