SFS
DLN icon

Sowell Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-8,354
Closed -$517K – 617
2023
Q1 		$517K Buy
+8,354
New +$519K 0.04% 421
2021
Q2 		– Sell
-158
Closed -$10K – 1070
2021
Q1 		$10K Sell
158
-568
-78% -$31.2K ﹤0.01% 2309
2020
Q4 		$39K Hold
726
– – ﹤0.01% 1491
2020
Q3 		$35K Hold
726
– – ﹤0.01% 1333
2020
Q2 		$34K Hold
726
– – ﹤0.01% 1288
2020
Q1 		$29K Hold
726
– – ﹤0.01% 1255
2019
Q4 		$38K Sell
726
-6,466
-90% -$330K ﹤0.01% 1230
2019
Q3 		$356K Buy
+7,192
New +$351K 0.03% 492
2019
Q1 		$429K Hold
9,116
– – 0.05% 369
2018
Q4 		$385K Buy
+9,116
New +$413K 0.05% 327

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