Waldron Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Waldron Private Wealth’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$527K	Hold
2025 Q2	$498K	Hold
2025 Q1	$481K	Sell
2024 Q4	$481K	Hold
2024 Q3	$486K	Hold
2024 Q2	$450K	Hold
2024 Q1	$446K	Hold
2023 Q4	$410K	Sell
2023 Q3	$555K	Buy