Advisornet Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6K	Buy	130 +1	+0.8%	+$91	﹤0.01%	1494
2025 Q4	$11.4K	Hold	129	–	–	﹤0.01%	1504
2025 Q3	$11.2K	Sell	129 -774	-86%	-$65.5K	﹤0.01%	1485
2025 Q2	$74.2K	Buy	903 +1	+0.1%	+$78	﹤0.01%	850
2025 Q1	$71.6K	Hold	902	–	–	0.01%	823
2024 Q4	$70.1K	Buy	902 +1	+0.1%	+$80	0.01%	779
2024 Q3	$70.8K	Sell	901 -160	-15%	-$12.1K	0.01%	793
2024 Q2	$77.2K	Hold	1,061	–	–	0.01%	696
2024 Q1	$76.6K	Hold	1,061	–	–	0.01%	700
2023 Q4	$70.4K	Buy	1,061 +126	+13%	+$7.92K	0.01%	724
2023 Q3	$57.5K	Buy	935 +175	+23%	+$11.2K	0.01%	749
2023 Q2	$48.3K	Hold	760	–	–	﹤0.01%	824
2023 Q1	$47K	Hold	760	–	–	﹤0.01%	814
2022 Q4	$47.1K	Hold	760	–	–	﹤0.01%	807
2022 Q3	$42K	Hold	760	–	–	﹤0.01%	898
2022 Q2	$45K	Hold	760	–	–	﹤0.01%	895
2022 Q1	$50K	Buy	760 +330	+77%	+$21.4K	﹤0.01%	968
2021 Q4	$28K	Sell	430 -5,000	-92%	-$316K	﹤0.01%	1196
2021 Q3	$324K	Buy	+5,430	New	+$334K	0.02%	447
2019 Q2	–	Hold	0	–	–	–	1704
2019 Q1	–	Sell	-182	Closed	-$8.28K	–	1596
2018 Q4	$8K	Hold	182	–	–	﹤0.01%	1130
2018 Q3	$9K	Buy	+182	New	+$8.54K	﹤0.01%	1144