Summit Wealth Group (Colorado)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DLN Stock Details DLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$676K	Sell
2025 Q3	$847K	Buy
2025 Q2	$627K	Buy