Treybourne Wealth Planners’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
2021 Q2	$2.59M	Sell	42,986 -990	-2%	-$59.6K	1.6%	10
2021 Q1	$2.52M	Sell	43,976 -14,106	-24%	-$809K	1.75%	11
2020 Q4	$3.12M	Buy	+58,082	New	+$3.12M	2.25%	13