IHT 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	$688K	Buy	7,697 +32	+0.4%	+$2.91K	0.02%	711
2025 Q4	$675K	Buy	7,665 +40	+0.5%	+$3.49K	0.02%	661
2025 Q3	$664K	Sell	7,625 -1,100	-13%	-$93.1K	0.02%	649
2025 Q2	$717K	Buy	8,725 +41	+0.5%	+$3.2K	0.02%	591
2025 Q1	$689K	Buy	8,684 +32	+0.4%	+$2.55K	0.02%	573
2024 Q4	$673K	Sell	8,652 -1,272	-13%	-$101K	0.02%	585
2024 Q3	$779K	Buy	9,924 +1,349	+16%	+$102K	0.02%	577
2024 Q2	$624K	Sell	8,575 -98	-1%	-$6.97K	0.02%	569
2024 Q1	$626K	Sell	8,673 -869	-9%	-$59.7K	0.03%	562
2023 Q4	$633K	Sell	9,542 -1,092	-10%	-$68.6K	0.03%	520
2023 Q3	$654K	Buy	10,634 +231	+2%	+$14.7K	0.03%	470
2023 Q2	$662K	Buy	10,403 +43	+0.4%	+$2.67K	0.03%	452
2023 Q1	$641K	Buy	10,360 +99	+1%	+$6.14K	0.04%	433
2022 Q4	$636K	Buy	10,261 +548	+6%	+$33.5K	0.04%	413
2022 Q3	$537K	Buy	9,713 +2,199	+29%	+$133K	0.04%	435
2022 Q2	$444K	Buy	7,514 +49	+0.7%	+$3.08K	0.04%	415
2022 Q1	$491K	Buy	7,465 +32	+0.4%	+$2.07K	0.04%	415
2021 Q4	$491K	Buy	7,433 +45	+0.6%	+$2.85K	0.04%	442
2021 Q3	$441K	Buy	+7,388	New	+$455K	0.04%	463