Strategic Financial Concepts’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$295K Sell
2025
Q1
$289K Hold
2024
Q4
$283K Buy
2024
Q3
$282K Buy