Team Hewins’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Hold
6,880
0.2% 19
2025
Q1
$546K Hold
6,880
0.21% 20
2024
Q4
$535K Sell
6,880
-147
-2% -$11.4K 0.21% 18
2024
Q3
$552K Buy
+7,027
New +$552K 0.21% 19