SMA
Sage Mountain Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,634
| Closed | -$130K | – | 508 |
|
|
2025
Q1 | $130K | Hold |
1,634
| – | – | 0.01% | 403 |
|
|
2024
Q4 | $127K | Buy |
+1,634
| New | +$127K | 0.01% | 397 |
|
|
2024
Q3 | – | Sell |
-1,635
| Closed | -$119K | – | 489 |
|
|
2024
Q2 | $119K | Buy |
+1,635
| New | +$119K | 0.01% | 360 |
|