SNWA
DLN icon

Siligmueller & Norvid Wealth 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
$2.21M Buy
+26,686
New +$2.21M 0.86% 29
2025
Q1
Sell
-7,248
Closed -$564K 94
2024
Q4
$564K Buy
+7,248
New +$564K 0.24% 68