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

Modera Wealth Management’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$498K	Sell
2025 Q1	$489K	Hold
2024 Q4	$480K	Sell
2024 Q3	$498K	Hold
2024 Q2	$461K	Hold
2024 Q1	$457K	Hold
2023 Q4	$421K	Hold
2023 Q3	$390K	Sell
2023 Q2	$911K	Buy