Lake Street Advisors Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lake Street Advisors Group’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$908K	Buy
2024 Q3	$882K	Buy
2024 Q2	$802K	Buy
2024 Q1	$795K	Buy
2023 Q4	$731K	Sell
2023 Q3	$683K	Sell
2023 Q2	$810K	Buy
2023 Q1	–	Sell
2022 Q4	$688K	Buy