Avantax Advisory Services’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
2025 Q2	$2.74M	Buy	33,339 +1,621	+5%	+$127K	0.02%	658
2025 Q1	$2.52M	Buy	31,718 +1,882	+6%	+$150K	0.02%	652
2024 Q4	$2.32M	Buy	29,836 +593	+2%	+$47.3K	0.01%	650
2024 Q3	$2.3M	Sell	29,243 -977	-3%	-$73.7K	0.02%	635
2024 Q2	$2.2M	Sell	30,220 -4,593	-13%	-$327K	0.02%	629
2024 Q1	$2.51M	Sell	34,813 -4,135	-11%	-$284K	0.02%	483
2023 Q4	$2.59M	Sell	38,948 -548	-1%	-$34.4K	0.03%	436
2023 Q3	$2.43M	Sell	39,496 -52	-0.1%	-$3.32K	0.03%	407
2023 Q2	$2.52M	Sell	39,548 -19,369	-33%	-$1.2M	0.03%	391
2023 Q1	$3.64M	Buy	58,917 +9,972	+20%	+$619K	0.04%	306
2022 Q4	$3.03M	Buy	48,945 +20,874	+74%	+$1.27M	0.04%	331
2022 Q3	$1.55M	Sell	28,071 -854	-3%	-$51.8K	0.02%	433
2022 Q2	$1.71M	Buy	28,925 +98	+0.3%	+$6.16K	0.03%	413
2022 Q1	$1.9M	Sell	28,827 -546	-2%	-$35.4K	0.03%	387
2021 Q4	$1.94M	Buy	29,373 +545	+2%	+$34.5K	0.03%	374
2021 Q3	$1.72M	Sell	28,828 -2,014	-7%	-$124K	0.03%	370
2021 Q2	$1.85M	Sell	30,842 -1,780	-5%	-$106K	0.03%	346
2021 Q1	$1.87M	Sell	32,622 -89,194	-73%	-$4.91M	0.04%	302
2020 Q4	$6.55M	Sell	121,816 -64,698	-35%	-$3.31M	0.16%	105
2020 Q3	$9.05M	Buy	186,514 +70,980	+61%	+$3.45M	0.15%	120
2020 Q2	$5.36M	Sell	115,534 -35,306	-23%	-$1.59M	0.15%	107
2020 Q1	$6.1M	Buy	150,840 +13,424	+10%	+$657K	0.18%	87
2019 Q4	$7.28M	Buy	137,416 +19,774	+17%	+$1.01M	0.17%	82
2019 Q3	$5.82M	Buy	117,642 +87,394	+289%	+$4.26M	0.24%	54
2019 Q2	$1.47M	Buy	30,248 +1,972	+7%	+$94.1K	0.06%	145
2019 Q1	$1.33M	Sell	28,276 -558	-2%	-$25.4K	0.07%	147
2018 Q4	$1.22M	Buy	+28,834	New	+$1.31M	0.2%	115