Northwest Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Northwest Financial Advisors’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 Q3	$758K	Buy
2025 Q2	$712K	Buy
2025 Q1	$685K	Buy
2024 Q4	$669K	Buy
2024 Q3	$360K	Sell
2024 Q2	$339K	Buy
2024 Q1	$335K	Buy
2023 Q4	$308K	Buy