HB Wealth 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
2026 Q1	$1.58M	Hold	17,679	–	–	0.01%	501
2025 Q4	$1.56M	Buy	17,679 +327	+2%	+$28.6K	0.01%	477
2025 Q3	$1.51M	Hold	17,352	–	–	0.01%	490
2025 Q2	$1.43M	Hold	17,352	–	–	0.01%	455
2025 Q1	$1.38M	Sell	17,352 -718	-4%	-$57.3K	0.01%	465
2024 Q4	$1.41M	Buy	18,070 +718	+4%	+$57.3K	0.01%	358
2024 Q3	$1.36M	Hold	17,352	–	–	0.01%	336
2024 Q2	$1.26M	Hold	17,352	–	–	0.01%	322
2024 Q1	$1.25M	Hold	17,352	–	–	0.02%	308
2023 Q4	$1.15M	Hold	17,352	–	–	0.02%	299
2023 Q3	$1.07M	Hold	17,352	–	–	0.02%	291
2023 Q2	$1.1M	Hold	17,352	–	–	0.02%	279
2023 Q1	$1.07M	Hold	17,352	–	–	0.02%	278
2022 Q4	$1.07M	Sell	17,352 -362	-2%	-$22.1K	0.02%	271
2022 Q3	$979K	Buy	+17,714	New	+$1.07M	0.02%	257