Walden Wealth Partners’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
Q2
$608K Buy
8,361
+111
+1% +$8.08K 0.34% 44
2024
Q1
$582K Sell
8,250
-8
-0.1% -$564 0.34% 42
2023
Q4
$548K Buy
+8,258
New +$548K 0.35% 44