Heritage Financial Services’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
2022 Q3	–	Sell	-1,300	Closed	-$76K	–	167
2022 Q2	$76K	Buy	+1,300	New	+$76K	0.04%	131