Summit Trail Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Summit Trail Advisors’s Portfolio DLN Stock Details DLN Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$491K	Buy
2024 Q2	–	Sell
2024 Q1	$397K	Hold
2023 Q4	$365K	Hold
2023 Q3	$338K	Hold
2023 Q2	$350K	Hold
2023 Q1	$340K	Hold
2022 Q4	$341K	Hold
2022 Q3	$304K	Hold
2022 Q2	$325K	Buy