CRA Financial 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
2026 Q1	$2.78M	Sell	31,134 -92	-0.3%	-$8.36K	0.36%	60
2025 Q4	$2.75M	Sell	31,226 -54	-0.2%	-$4.72K	0.36%	60
2025 Q3	$2.72M	Sell	31,280 -645	-2%	-$54.6K	0.37%	53
2025 Q2	$2.62M	Buy	31,925 +21	+0.1%	+$1.64K	0.4%	49
2025 Q1	$2.53M	Buy	31,904 +169	+0.5%	+$13.5K	0.43%	47
2024 Q4	$2.47M	Buy	31,735 +1,792	+6%	+$143K	0.42%	49
2024 Q3	$2.35M	Sell	29,943 -21	-0.1%	-$1.58K	0.43%	44
2024 Q2	$2.18M	Sell	29,964 -799	-3%	-$56.9K	0.44%	42
2024 Q1	$2.22M	Buy	30,763 +16	+0.1%	+$1.1K	0.48%	38
2023 Q4	$2.04M	Sell	30,747 -597	-2%	-$37.5K	0.5%	36
2023 Q3	$1.93M	Sell	31,344 -536	-2%	-$34.2K	0.53%	38
2023 Q2	$2.03M	Buy	31,880 +105	+0.3%	+$6.51K	0.55%	37
2023 Q1	$1.97M	Buy	31,775 +3,208	+11%	+$199K	0.58%	38
2022 Q4	$1.77M	Buy	28,567 +6,450	+29%	+$394K	0.58%	36
2022 Q3	$1.22M	Buy	22,117 +4,295	+24%	+$260K	0.44%	45
2022 Q2	$1.05M	Buy	+17,822	New	+$1.12M	0.36%	56