TFC Financial Management’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
2024
Q1
Sell
-100
Closed -$6.64K 908
2023
Q4
$6.64K Sell
100
-100
-50% -$6.64K ﹤0.01% 358
2023
Q3
$12.3K Buy
+200
New +$12.3K ﹤0.01% 327