Kuhn & Co Investment Counsel’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	$224K	Hold	2,725	–	–	0.17%	126
2025 Q1	$216K	Buy	+2,725	New	+$216K	0.18%	124
2024 Q2	–	Sell	-3,070	Closed	-$222K	–	127
2024 Q1	$222K	Sell	3,070 -1,150	-27%	-$83K	0.21%	118
2023 Q4	$280K	Buy	+4,220	New	+$280K	0.29%	102