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

Sequoia 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	$734K	Hold
2025 Q2	$693K	Buy
2025 Q1	$621K	Buy
2022 Q4	–	Sell
2022 Q3	$364K	Sell
2022 Q2	$423K	Sell
2022 Q1	$491K	Buy
2021 Q4	$450K	Buy
2021 Q3	–	Sell
2021 Q2	$410K	Buy