Lee-Kelleher 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	$27M	Buy	328,329 +10,014	+3%	+$823K	17.92%	2
2025 Q1	$25.3M	Buy	318,315 +10,393	+3%	+$825K	18.59%	1
2024 Q4	$24M	Buy	+307,922	New	+$24M	17.06%	2