Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kovitz Investment Group Partners’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$772K Buy
9,397
+969
+11% +$79.6K ﹤0.01% 853
2025
Q1 		$669K Buy
8,428
+34
+0.4% +$2.7K ﹤0.01% 834
2024
Q4 		$653K Buy
+8,394
New +$653K ﹤0.01% 824