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

Plante Moran Financial Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$125K Buy
1,516
+1,236
+441% +$102K 0.01% 210
2025
Q1 		$22.2K Buy
+280
New +$22.2K ﹤0.01% 472