Cornerstone Wealth Management’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	$481K	Hold	5,379	–	–	0.02%	458
2025 Q4	$474K	Hold	5,379	–	–	0.02%	437
2025 Q3	$468K	Hold	5,379	–	–	0.03%	432
2025 Q2	$442K	Hold	5,379	–	–	0.03%	416
2025 Q1	$427K	Buy	5,379 +71	+1%	+$5.67K	0.03%	400
2024 Q4	$413K	Hold	5,308	–	–	0.03%	387
2024 Q3	$417K	Sell	5,308 -51	-1%	-$3.85K	0.03%	393
2024 Q2	$390K	Buy	5,359 +1	+0%	+$71	0.03%	382
2024 Q1	$387K	Hold	5,358	–	–	0.03%	382
2023 Q4	$356K	Buy	5,358 +50	+0.9%	+$3.14K	0.03%	386
2023 Q3	$326K	Hold	5,308	–	–	0.03%	404
2023 Q2	$338K	Buy	+5,308	New	+$329K	0.03%	381
2020 Q2	–	Sell	-8,550	Closed	-$346K	–	385
2020 Q1	$346K	Buy	+8,550	New	+$419K	0.07%	245
2018 Q4	–	Sell	-68,620	Closed	-$391K	–	524
2018 Q3	$391K	Sell	68,620 -1,612	-2%	-$75.6K	﹤0.01%	992
2018 Q2	$391K	Buy	+70,232	New	+$3.15M	﹤0.01%	1088