USAdvisors Wealth 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
2025
Q2
$224K Buy
2,735
+11
+0.4% +$901 0.08% 119
2025
Q1
$216K Sell
2,724
-280
-9% -$22.2K 0.08% 127
2024
Q4
$233K Buy
3,004
+12
+0.4% +$931 0.08% 121
2024
Q3
$234K Buy
+2,992
New +$234K 0.08% 109