GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-3,160	Closed	-$275K	–	811
2025 Q3	$275K	Buy	3,160 +3	+0.1%	+$254	0.03%	280
2025 Q2	$259K	Buy	3,157 +3	+0.1%	+$234	0.03%	284
2025 Q1	$250K	Buy	3,154 +2	+0.1%	+$160	0.03%	273
2024 Q4	$245K	Buy	3,152 +3	+0.1%	+$239	0.03%	260
2024 Q3	$247K	Buy	3,149 +2	+0.1%	+$151	0.03%	268
2024 Q2	$229K	Buy	3,147 +32	+1%	+$2.28K	0.03%	244
2024 Q1	$225K	Buy	3,115 +59	+2%	+$4.05K	0.04%	234
2023 Q4	$203K	Sell	3,056 -260	-8%	-$16.3K	0.04%	241
2023 Q3	$204K	Buy	3,316 +3	+0.1%	+$191	0.04%	241
2023 Q2	$211K	Buy	3,313 +2,571	+346%	+$159K	0.04%	240
2023 Q1	$45.9K	Buy	+742	New	+$46.1K	0.01%	496
2022 Q4	–	Sell	-382	Closed	-$21K	–	360
2022 Q3	$21K	Buy	382 +3	+0.8%	+$182	0.01%	606
2022 Q2	$22K	Buy	379 +3	+0.8%	+$189	0.01%	602
2022 Q1	$25K	Buy	376 +1	+0.3%	+$65	0.01%	550
2021 Q4	$25K	Buy	375 +3	+0.8%	+$190	0.01%	539
2021 Q3	$22K	Sell	372 -498	-57%	-$30.7K	0.01%	546
2021 Q2	$52K	Buy	870 +2	+0.2%	+$119	0.01%	393
2021 Q1	$49K	Buy	+868	New	+$47.7K	0.01%	382