Ausdal Financial Partners’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	$2.32M	Sell	25,950 -1,214	-4%	-$110K	0.1%	204
2025 Q4	$2.39M	Sell	27,164 -1,543	-5%	-$135K	0.11%	194
2025 Q3	$2.5M	Buy	28,707 +153	+0.5%	+$12.9K	0.12%	182
2025 Q2	$2.35M	Sell	28,554 -515	-2%	-$40.2K	0.16%	145
2025 Q1	$2.31M	Sell	29,069 -499	-2%	-$39.8K	0.17%	131
2024 Q4	$2.3M	Sell	29,568 -188	-0.6%	-$15K	0.2%	116
2024 Q3	$2.34M	Buy	29,756 +2,176	+8%	+$164K	0.24%	97
2024 Q2	$2.01M	Sell	27,580 -4,010	-13%	-$285K	0.21%	107
2024 Q1	$2.28M	Sell	31,590 -397	-1%	-$27.3K	0.27%	93
2023 Q4	$2.12M	Sell	31,987 -2,452	-7%	-$154K	0.26%	91
2023 Q3	$2.12M	Sell	34,439 -5,402	-14%	-$345K	0.29%	87
2023 Q2	$2.53M	Sell	39,841 -113	-0.3%	-$7.01K	0.35%	72
2023 Q1	$2.47M	Sell	39,954 -1,342	-3%	-$83.3K	0.34%	70
2022 Q4	$2.56M	Buy	41,296 +2,034	+5%	+$124K	0.37%	66
2022 Q3	$2.17M	Sell	39,262 -1,352	-3%	-$82K	0.34%	71
2022 Q2	$2.4M	Sell	40,614 -74	-0.2%	-$4.65K	0.36%	81
2022 Q1	$2.67M	Sell	40,688 -371	-0.9%	-$24K	0.36%	73
2021 Q4	$2.71M	Buy	41,059 +39	+0.1%	+$2.47K	0.37%	78
2021 Q3	$2.45M	Buy	41,020 +900	+2%	+$55.4K	0.36%	78
2021 Q2	$2.41M	Buy	40,120 +3,258	+9%	+$194K	0.37%	81
2021 Q1	$2.11M	Buy	36,862 +9,714	+36%	+$534K	0.36%	81
2020 Q4	$1.46M	Buy	27,148 +3,680	+16%	+$188K	0.28%	105
2020 Q3	$1.14M	Buy	23,468 +10,378	+79%	+$504K	0.28%	105
2020 Q2	$608K	Buy	13,090 +2,436	+23%	+$110K	0.2%	124
2020 Q1	$468K	Sell	10,654 -6,002	-36%	-$294K	0.17%	143
2019 Q4	$878K	Buy	16,656 +8,618	+107%	+$439K	0.26%	107
2019 Q3	$398K	Buy	+8,038	New	+$392K	0.14%	190
2017 Q4	–	Sell	-7,750	Closed	-$337K	–	360
2017 Q3	$337K	Buy	+7,750	New	+$330K	0.13%	201
2016 Q1	–	Sell	-70	Closed	-$2K	–	401
2015 Q4	$2K	Buy	+70	New	+$2.51K	﹤0.01%	1208