PWA
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Phoenix Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-2,200
Closed -$131K – 174
2021
Q3 		$131K Hold
2,200
– – 0.1% 138
2021
Q2 		$133K Hold
2,200
– – 0.1% 139
2021
Q1 		$127K Hold
2,200
– – 0.1% 138
2020
Q4 		$118K Buy
+2,200
New +$113K 0.09% 137

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LPL Financial
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GW
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Ameriprise
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Creative Planning
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UBS Group
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EWM
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Envestnet Asset Management
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