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

Rollins 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	$2.54M	Sell
2025 Q2	$2.44M	Sell
2025 Q1	$2.37M	Buy
2024 Q4	$2.29M	Buy
2024 Q3	$2.23M	Buy
2024 Q2	$1.89M	Buy
2024 Q1	$1.85M	Buy
2023 Q4	$1.65M	Buy