Alta Wealth Advisors’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	$1.56M	Hold	17,420	–	–	0.51%	47
2025 Q4	$1.53M	Hold	17,420	–	–	0.51%	43
2025 Q3	$1.52M	Hold	17,420	–	–	0.54%	44
2025 Q2	$1.43M	Hold	17,420	–	–	0.68%	34
2025 Q1	$1.38M	Hold	17,420	–	–	0.63%	35
2024 Q4	$1.36M	Hold	17,420	–	–	0.59%	39
2024 Q3	$1.37M	Hold	17,420	–	–	0.63%	39
2024 Q2	$1.27M	Hold	17,420	–	–	0.63%	38
2024 Q1	$1.26M	Hold	17,420	–	–	0.64%	40
2023 Q4	$1.16M	Hold	17,420	–	–	0.65%	40
2023 Q3	$1.07M	Hold	17,420	–	–	0.66%	46
2023 Q2	$1.11M	Hold	17,420	–	–	0.65%	47
2023 Q1	$1.08M	Hold	17,420	–	–	0.68%	43
2022 Q4	$1.08M	Hold	17,420	–	–	0.73%	35
2022 Q3	$963K	Hold	17,420	–	–	0.69%	38
2022 Q2	$1.03M	Hold	17,420	–	–	0.71%	36
2022 Q1	$1.15M	Buy	+17,420	New	+$1.13M	0.68%	40