NAS
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Nicolet Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Nicolet Advisory Services’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,250
Closed -$443K – 178
2020
Q4 		$443K Hold
8,250
– – 0.06% 115
2020
Q3 		$400K Sell
8,250
-1,846
-18% -$89.5K 0.06% 107
2020
Q2 		$469K Buy
+10,096
New +$469K 0.07% 118