KPP Advisory 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
2025 Q2	$1.27M	Buy	15,426 +1,256	+9%	+$103K	0.21%	109
2025 Q1	$1.12M	Sell	14,170 -21	-0.1%	-$1.67K	0.21%	103
2024 Q4	$1.1M	Buy	14,191 +1,673	+13%	+$130K	0.26%	85
2024 Q3	$983K	Buy	+12,518	New	+$983K	0.24%	89