Ashton Thomas Private Wealth’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	$2.43M	Sell	27,256 -12	-0%	-$1.09K	0.06%	319
2025 Q4	$2.4M	Buy	27,268 +2,768	+11%	+$242K	0.06%	304
2025 Q3	$2.13M	Buy	24,500 +524	+2%	+$44.3K	0.06%	314
2025 Q2	$1.97M	Buy	23,976 +7,121	+42%	+$556K	0.07%	287
2025 Q1	$1.34M	Buy	16,855 +51	+0.3%	+$4.07K	0.05%	323
2024 Q4	$1.31M	Buy	16,804 +324	+2%	+$25.8K	0.05%	333
2024 Q3	$1.29M	Buy	16,480 +1,051	+7%	+$79.3K	0.07%	269
2024 Q2	$1.12M	Buy	15,429 +349	+2%	+$24.8K	0.06%	290
2024 Q1	$1.09M	Sell	15,080 -287	-2%	-$19.7K	0.06%	289
2023 Q4	$1.02M	Sell	15,367 -3,047	-17%	-$191K	0.06%	292
2023 Q3	$1.13M	Buy	18,414 +670	+4%	+$42.8K	0.08%	260
2023 Q2	$1.13M	Sell	17,744 -1,006	-5%	-$62.4K	0.09%	242
2023 Q1	$1.16M	Buy	18,750 +2,280	+14%	+$142K	0.1%	227
2022 Q4	$1.02M	Buy	16,470 +8,469	+106%	+$517K	0.1%	232
2022 Q3	$442K	Buy	+8,001	New	+$485K	0.05%	334
2019 Q3	–	Sell	-37,028	Closed	-$1.79M	–	187
2019 Q2	$1.79M	Buy	+37,028	New	+$1.77M	0.69%	40