GHP Investment Advisors’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	$65.1K	Sell	728 -20	-3%	-$1.82K	﹤0.01%	510
2025 Q4	$65.9K	Hold	748	–	–	﹤0.01%	494
2025 Q3	$65.1K	Hold	748	–	–	﹤0.01%	491
2025 Q2	$61.5K	Hold	748	–	–	﹤0.01%	495
2025 Q1	$59.4K	Hold	748	–	–	﹤0.01%	484
2024 Q4	$58.2K	Hold	748	–	–	﹤0.01%	488
2024 Q3	$58.8K	Hold	748	–	–	﹤0.01%	496
2024 Q2	$54.4K	Hold	748	–	–	﹤0.01%	494
2024 Q1	$54K	Hold	748	–	–	﹤0.01%	492
2023 Q4	$49.7K	Hold	748	–	–	﹤0.01%	486
2023 Q3	$46.1K	Hold	748	–	–	﹤0.01%	500
2023 Q2	$48.2K	Hold	748	–	–	﹤0.01%	488
2023 Q1	$46.3K	Hold	748	–	–	﹤0.01%	495
2022 Q4	$46.4K	Hold	748	–	–	﹤0.01%	497
2022 Q3	$41K	Hold	748	–	–	﹤0.01%	503
2022 Q2	$44K	Hold	748	–	–	﹤0.01%	494
2022 Q1	$49K	Buy	+748	New	+$48.4K	﹤0.01%	500