MWM
DLN icon

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

Modern 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
2025
Q2 		$445K Buy
5,412
+198
+4% +$16.3K 0.01% 497
2025
Q1 		$414K Sell
5,214
-2,003
-28% -$159K 0.01% 457
2024
Q4 		$561K Buy
7,217
+4,423
+158% +$344K 0.02% 343
2024
Q3 		$219K Buy
+2,794
New +$219K 0.01% 400