Ethos Financial Group’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
2024 Q3	–	Sell	-3,558	Closed	-$259K	–	306
2024 Q2	$259K	Sell	3,558 -670	-16%	-$48.8K	0.05%	222
2024 Q1	$305K	Sell	4,228 -11,481	-73%	-$828K	0.06%	200
2023 Q4	$1.04M	Sell	15,709 -16,901	-52%	-$1.12M	0.22%	73
2023 Q3	$2.1M	Buy	+32,610	New	+$2.1M	0.54%	45