Perfromance Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Perfromance Wealth Partners’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	$413K	Hold
2025 Q2	$390K	Buy
2025 Q1	$224K	Hold
2024 Q4	$220K	Sell
2024 Q3	$231K	Hold
2024 Q2	$214K	Hold
2024 Q1	$212K	Buy
2022 Q2	–	Sell
2022 Q1	$212K	Hold
2021 Q4	$213K	Buy