Kondo 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	$2.1M	Sell	25,372 -640	-2%	-$53K	0.93%	16
2025 Q1	$2.06M	Sell	26,012 -579	-2%	-$46K	1.02%	16
2024 Q4	$2.07M	Buy	+26,591	New	+$2.07M	1.05%	17