Amplius 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	$1.88M	Buy	21,019 +806	+4%	+$73.3K	0.16%	55
2025 Q4	$1.78M	Buy	20,213 +2,100	+12%	+$183K	0.15%	55
2025 Q3	$1.58M	Sell	18,113 -7,962	-31%	-$674K	0.14%	58
2025 Q2	$2.14M	Hold	26,075	–	–	0.2%	59
2025 Q1	$2.07M	Hold	26,075	–	–	0.22%	53
2024 Q4	$2.03M	Sell	26,075 -100	-0.4%	-$7.97K	0.21%	52
2024 Q3	$2.06M	Sell	26,175 -1,243	-5%	-$93.8K	0.22%	53
2024 Q2	$1.99M	Sell	27,418 -866	-3%	-$61.6K	0.22%	53
2024 Q1	$2.04M	Sell	28,284 -157	-0.6%	-$10.8K	0.23%	53
2023 Q4	$1.89M	Sell	28,441 -466	-2%	-$29.3K	0.23%	54
2023 Q3	$1.78M	Sell	28,907 -2,465	-8%	-$157K	0.24%	53
2023 Q2	$2M	Sell	31,372 -6,629	-17%	-$411K	0.27%	51
2023 Q1	$2.35M	Sell	38,001 -878	-2%	-$54.5K	0.34%	45
2022 Q4	$2.41M	Sell	38,879 -461,427	-92%	-$28.2M	0.38%	44
2022 Q3	$27.6M	Buy	500,306 +75,419	+18%	+$4.57M	4.94%	5
2022 Q2	$25.1M	Buy	424,887 +403,914	+1,926%	+$25.4M	4.06%	6
2022 Q1	$1.38M	Buy	20,973 +109	+0.5%	+$7.06K	0.21%	51
2021 Q4	$1.38M	Buy	+20,864	New	+$1.32M	0.19%	56