Aspiriant LLC’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	$8.37M	Buy	93,715 +4,826	+5%	+$439K	0.24%	48
2025 Q4	$7.83M	Sell	88,889 -1,268	-1%	-$111K	0.22%	54
2025 Q3	$7.85M	Buy	90,157 +24,933	+38%	+$2.11M	0.24%	49
2025 Q2	$5.36M	Buy	65,224 +25,000	+62%	+$1.95M	0.17%	59
2025 Q1	$3.19M	Sell	40,224 -1,142	-3%	-$91.1K	0.11%	74
2024 Q4	$3.22M	Sell	41,366 -973	-2%	-$77.6K	0.12%	75
2024 Q3	$3.33M	Hold	42,339	–	–	0.13%	71
2024 Q2	$3.08M	Sell	42,339 -2,414	-5%	-$172K	0.13%	74
2024 Q1	$3.23M	Sell	44,753 -279	-0.6%	-$19.2K	0.13%	71
2023 Q4	$2.99M	Sell	45,032 -4,398	-9%	-$276K	0.13%	71
2023 Q3	$3.04M	Buy	49,430 +1,178	+2%	+$75.2K	0.16%	68
2023 Q2	$3.07M	Sell	48,252 -2,608	-5%	-$162K	0.16%	68
2023 Q1	$3.15M	Sell	50,860 -3,117	-6%	-$193K	0.16%	65
2022 Q4	$3.34M	Buy	53,977 +47,996	+802%	+$2.93M	0.17%	64
2022 Q3	$330K	Sell	5,981 -1,042	-15%	-$63.2K	0.02%	203
2022 Q2	$415K	Buy	+7,023	New	+$442K	0.02%	177