EWA
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Etesian Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
32,367
+12,545
+63% +$1.03M 0.99% 26
2025
Q1
$1.57M Buy
19,822
+4,735
+31% +$376K 0.68% 44
2024
Q4
$1.17M Buy
15,087
+11,568
+329% +$900K 0.52% 61
2024
Q3
$276K Buy
+3,519
New +$276K 0.13% 129