SWM
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SpringVest Wealth Management’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
$538K Hold
6,551
0.44% 36
2025
Q1
$520K Hold
6,551
0.43% 37
2024
Q4
$510K Buy
+6,551
New +$510K 0.44% 37