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Waypoint Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Waypoint Capital Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,904
Closed -$326K – 131
2022
Q3 		$326K Hold
5,904
– – 0.14% 88
2022
Q2 		$349K Hold
5,904
– – 0.16% 86
2022
Q1 		$388K Hold
5,904
– – 0.23% 78
2021
Q4 		$390K Buy
+5,904
New +$390K 0.27% 65