AE Wealth Management’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	$595K	Buy	6,660 +129	+2%	+$11.7K	﹤0.01%	1021
2025 Q4	$575K	Buy	6,531 +823	+14%	+$71.9K	﹤0.01%	994
2025 Q3	$497K	Sell	5,708 -16	-0.3%	-$1.35K	﹤0.01%	981
2025 Q2	$470K	Buy	5,724 +843	+17%	+$65.8K	﹤0.01%	944
2025 Q1	$387K	Sell	4,881 -403	-8%	-$32.2K	﹤0.01%	996
2024 Q4	$411K	Buy	5,284 +5	+0.1%	+$399	﹤0.01%	966
2024 Q3	$415K	Buy	5,279 +1,042	+25%	+$78.6K	﹤0.01%	937
2024 Q2	$308K	Buy	4,237 +159	+4%	+$11.3K	﹤0.01%	1024
2024 Q1	$294K	Sell	4,078 -97,481	-96%	-$6.69M	﹤0.01%	966
2023 Q4	$6.85M	Buy	+101,559	New	+$6.38M	0.04%	496
2023 Q3	–	Sell	-3,310	Closed	-$210K	–	1978
2023 Q2	$210K	Sell	3,310 -3	-0.1%	-$186	﹤0.01%	1725
2023 Q1	$205K	Buy	+3,313	New	+$206K	﹤0.01%	1734
2021 Q1	–	Sell	-110,796	Closed	-$5.96M	–	1498
2020 Q4	$5.96M	Buy	+110,796	New	+$5.67M	0.07%	251
2020 Q1	–	Sell	-14,098	Closed	-$747K	–	1141
2019 Q4	$747K	Buy	+14,098	New	+$718K	0.02%	601