Heritage Oak Wealth Advisors’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
2025 Q2	$420K	Sell	5,109 -910	-15%	-$74.7K	0.16%	52
2025 Q1	$478K	Sell	6,019 -1,612	-21%	-$128K	0.21%	45
2024 Q4	$594K	Buy	+7,631	New	+$594K	0.28%	38
2024 Q3	–	Sell	-10,117	Closed	-$736K	–	168
2024 Q2	$736K	Buy	+10,117	New	+$736K	0.37%	38