Financial Gravity Asset 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
2024 Q1	–	Sell	-10	Closed	-$674	–	1995
2023 Q4	$674	Buy	10 +5	+100%	+$314	﹤0.01%	1099
2023 Q3	$319	Buy	+5	New	+$319	﹤0.01%	869
2023 Q2	–	Sell	-62	Closed	-$331	–	1662
2023 Q1	$331	Buy	+62	New	+$3.85K	0.01%	521
2022 Q4	–	Sell	-55	Closed	-$296	–	1433
2022 Q3	$296	Sell	55 -4	-7%	-$243	0.01%	476
2022 Q2	$316	Sell	59 -7	-11%	-$440	0.01%	455
2022 Q1	$352	Hold	66	–	–	0.01%	473
2021 Q4	$353	Buy	66 +60	+1,000%	+$3.8K	0.01%	541
2021 Q3	$119K	Hold	6	–	–	0.06%	304
2021 Q2	$120K	Hold	6	–	–	0.04%	301
2021 Q1	$306	Sell	6 -18	-75%	-$990	0.01%	422
2020 Q4	$1K	Buy	+24	New	+$1.23K	﹤0.01%	388
2020 Q2	–	Sell	-104	Closed	-$4.25K	–	228
2020 Q1	$4.25K	Buy	+104	New	+$5.09K	0.01%	341