Trilogy Capital Inc. DLN Holdings History

Number of Shares
1.18 Mil
Current Holdings Value*
$93.46 Mil
% of Portfolio
4.9%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
4.02%

Trilogy Capital Inc.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary

As of 2025-03-31, Trilogy Capital Inc. held 1.18 Mil shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $93.46 Mil. This investment constitutes 4.9% of their stock portfolio, and Trilogy Capital Inc. now holds 1.94% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.

The initial trade took place in 2025Q1. And since then Trilogy Capital Inc. has made 1 purchases of DLN, at an average price of $79.79, for a total of 1.18 Mil shares. Based on historical transaction data and DLN's current price of $83.00, Trilogy Capital Inc.'s estimated gain on his DLN holdings is $3.78 Mil, reflecting a 4.02% gain to date.

Trilogy Capital Inc. DLN ($83.00) Holding Chart

Trilogy Capital Inc. DLN ($83.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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