Lumature Wealth Partners’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
2023
Q2
$50.8K Hold
2023
Q1
$49.4K Hold
2022
Q4
$49.4K Hold
2022
Q3
$44K Hold
2022
Q2
$47K Hold
2022
Q1
$52K Hold
2021
Q4
$53K Hold
2021
Q3
$48K Hold
2021
Q2
$48K Hold
2021
Q1
$46K Buy