Arkadios 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	$11.3M	Buy	126,091 +107,173	+567%	+$9.74M	0.19%	124
2025 Q4	$1.67M	Buy	18,918 +16,062	+562%	+$1.4M	0.03%	512
2025 Q3	$249K	Buy	2,856 +14	+0.5%	+$1.19K	0.01%	1237
2025 Q2	$233K	Buy	2,842 +16	+0.6%	+$1.25K	0.01%	1150
2025 Q1	$224K	Buy	2,826 +12	+0.4%	+$958	0.01%	1008
2024 Q4	$219K	Buy	2,814 +15	+0.5%	+$1.2K	0.01%	832
2024 Q3	$220K	Buy	2,799 +15	+0.5%	+$1.13K	0.01%	809
2024 Q2	$203K	Buy	+2,784	New	+$198K	0.01%	767
2022 Q1	–	Sell	-3,062	Closed	-$202K	–	574
2021 Q4	$202K	Buy	3,062 +2	+0.1%	+$127	0.03%	558
2021 Q3	$182K	Hold	3,060	–	–	0.03%	528
2021 Q2	$184K	Buy	3,060 +300	+11%	+$17.9K	0.02%	553
2021 Q1	$158K	Hold	2,760	–	–	0.03%	444
2020 Q4	$148K	Buy	2,760 +12	+0.4%	+$614	0.03%	369
2020 Q3	$138K	Buy	2,748 +18	+0.7%	+$874	0.07%	237
2020 Q2	$130K	Buy	2,730 +20	+0.7%	+$900	0.07%	217
2020 Q1	$110K	Buy	2,710 +16	+0.6%	+$784	0.07%	224
2019 Q4	$146K	Buy	+2,694	New	+$137K	0.09%	187