Aptus Capital 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	$433K	Buy	4,846 +100	+2%	+$9.09K	﹤0.01%	762
2025 Q4	$418K	Buy	4,746 +3,505	+282%	+$306K	﹤0.01%	793
2025 Q3	$108K	Sell	1,241 -253	-17%	-$21.4K	﹤0.01%	1106
2025 Q2	$123K	Sell	1,494 -72	-5%	-$5.62K	﹤0.01%	1038
2025 Q1	$124K	Buy	1,566 +1,212	+342%	+$96.7K	﹤0.01%	972
2024 Q4	$27.5K	Buy	354 +54	+18%	+$4.31K	﹤0.01%	1171
2024 Q3	$23.6K	Hold	300	–	–	﹤0.01%	1016
2024 Q2	$21.8K	Hold	300	–	–	﹤0.01%	965
2024 Q1	$21.7K	Hold	300	–	–	﹤0.01%	961
2023 Q4	$19.9K	Buy	+300	New	+$18.8K	﹤0.01%	745
2023 Q2	–	Sell	-330	Closed	-$20.4K	–	811
2023 Q1	$20.4K	Buy	330 +30	+10%	+$1.86K	﹤0.01%	633
2022 Q4	$18.6K	Hold	300	–	–	﹤0.01%	653
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	623
2022 Q2	$18K	Hold	300	–	–	﹤0.01%	537
2022 Q1	$20K	Buy	+300	New	+$19.4K	﹤0.01%	568
2020 Q1	–	Sell	-300	Closed	-$15K	–	438
2019 Q4	$15K	Buy	+300	New	+$15.3K	﹤0.01%	442