Creative Financial Designs’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59.4K	Buy	723 +35	+5%	+$2.88K	﹤0.01%	811
2025 Q1	$54.6K	Buy	688 +263	+62%	+$20.9K	﹤0.01%	802
2024 Q4	$33.1K	Sell	425 -47	-10%	-$3.66K	﹤0.01%	922
2024 Q3	$37.1K	Hold	472	–	–	﹤0.01%	873
2024 Q2	$34.3K	Hold	472	–	–	﹤0.01%	864
2024 Q1	$34.1K	Hold	472	–	–	﹤0.01%	834
2023 Q4	$31.3K	Hold	472	–	–	﹤0.01%	798
2023 Q3	$29K	Hold	472	–	–	﹤0.01%	766
2023 Q2	$30K	Hold	472	–	–	﹤0.01%	760
2023 Q1	$29.2K	Hold	472	–	–	﹤0.01%	714
2022 Q4	$29.2K	Hold	472	–	–	﹤0.01%	674
2022 Q3	$26K	Hold	472	–	–	﹤0.01%	674
2022 Q2	$28K	Hold	472	–	–	﹤0.01%	658
2022 Q1	$31K	Hold	472	–	–	﹤0.01%	667
2021 Q4	$31K	Hold	472	–	–	﹤0.01%	664
2021 Q3	$28K	Hold	472	–	–	﹤0.01%	772
2021 Q2	$28K	Hold	472	–	–	﹤0.01%	768
2021 Q1	$27K	Sell	472 -60	-11%	-$3.43K	0.01%	707
2020 Q4	$29K	Hold	532	–	–	0.01%	630
2020 Q3	$26K	Hold	532	–	–	0.01%	603
2020 Q2	$25K	Hold	532	–	–	0.01%	556
2020 Q1	$22K	Hold	532	–	–	0.01%	285
2019 Q4	$28K	Hold	532	–	–	0.01%	299
2019 Q3	$26K	Hold	532	–	–	0.01%	304
2019 Q2	$26K	Hold	532	–	–	0.01%	289
2019 Q1	$25K	Hold	532	–	–	0.02%	284
2018 Q4	$22K	Hold	532	–	–	0.02%	263
2018 Q3	$25K	Hold	532	–	–	0.01%	306
2018 Q2	$24K	Hold	532	–	–	0.01%	330
2018 Q1	$24K	Hold	532	–	–	0.02%	305
2017 Q4	$25K	Sell	532 -58	-10%	-$2.73K	0.02%	283
2017 Q3	$26K	Hold	590	–	–	0.01%	295
2017 Q2	$25K	Sell	590 -298	-34%	-$12.6K	0.02%	293
2017 Q1	$37K	Hold	888	–	–	0.03%	258
2016 Q4	$35K	Buy	+888	New	+$35K	0.03%	260