OPWM
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Oak Point Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Oak Point 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
2018
Q1 		$2.1M Sell
48,340
-3,010
-6% -$130K 2.14% 12
2017
Q4 		$2.36M Buy
+51,350
New +$2.36M 2.33% 11