Kuhn & Co Investment Counsel’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
Q3
$237K Hold
2025
Q2
$224K Hold
2025
Q1
$216K Buy
2024
Q2
Sell
2024
Q1
$222K Sell
2023
Q4
$280K Buy