Larson Financial Group’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
$326K Buy
3,972
+18
+0.5% +$1.48K 0.01% 546
2025
Q1
$314K Buy
3,954
+14
+0.4% +$1.11K 0.01% 514
2024
Q4
$306K Buy
3,940
+17
+0.4% +$1.32K 0.02% 470
2024
Q3
$308K Buy
3,923
+17
+0.4% +$1.34K 0.02% 457
2024
Q2
$284K Buy
+3,906
New +$284K 0.02% 378