Moneta Group Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moneta Group Investment Advisors’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$456K	Buy
2025 Q2	$411K	Hold
2025 Q1	$397K	Sell
2024 Q4	$491K	Hold
2024 Q3	$495K	Sell
2024 Q2	$542K	Buy
2024 Q1	$455K	Buy