MWM
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Minot Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Minot Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$953K Hold
16,132
– – 0.25% 76
2022
Q1 		$1.06M Hold
16,132
– – 0.23% 83
2021
Q4 		$1.07M Buy
16,132
+2,180
+16% +$144K 0.21% 86
2021
Q3 		$832K Buy
+13,952
New +$832K 0.18% 101