Kingsview Wealth Management’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	$392K	Sell	4,777 -950	-17%	-$78K	0.01%	855
2025 Q1	$455K	Sell	5,727 -151	-3%	-$12K	0.01%	753
2024 Q4	$457K	Buy	+5,878	New	+$457K	0.01%	771
2022 Q2	–	Sell	-14,847	Closed	-$976K	–	829
2022 Q1	$976K	Buy	+14,847	New	+$976K	0.04%	400