WealthPlan Investment 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
2023
Q2
Sell
-1,466
Closed -$90.7K 396
2023
Q1
$90.7K Buy
+1,466
New +$90.7K 0.02% 205