Lido Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	30,850 +36	+0.1%	+$3.27K	0.01%	613
2025 Q4	$2.68M	Hold	30,814	–	–	0.01%	629
2025 Q3	$2.68M	Buy	30,814 +695	+2%	+$58.8K	0.01%	606
2025 Q2	$2.47M	Sell	30,119 -16,525	-35%	-$1.29M	0.01%	531
2025 Q1	$3.7M	Sell	46,644 -100	-0.2%	-$7.98K	0.02%	404
2024 Q4	$3.64M	Buy	46,744 +100	+0.2%	+$7.97K	0.02%	392
2024 Q3	$3.66M	Sell	46,644 -530	-1%	-$40K	0.03%	351
2024 Q2	$3.43M	Sell	47,174 -687	-1%	-$48.9K	0.03%	349
2024 Q1	$3.46M	Sell	47,861 -386	-0.8%	-$26.5K	0.03%	331
2023 Q4	$3.2M	Sell	48,247 -2,239	-4%	-$141K	0.03%	324
2023 Q3	$3.1M	Sell	50,486 -1,617	-3%	-$103K	0.03%	308
2023 Q2	$3.31M	Sell	52,103 -3,945	-7%	-$245K	0.04%	281
2023 Q1	$3.47M	Buy	56,048 +8,942	+19%	+$555K	0.05%	251
2022 Q4	$2.92M	Buy	47,106 +18,763	+66%	+$1.15M	0.05%	231
2022 Q3	$1.57M	Hold	28,343	–	–	0.03%	290
2022 Q2	$1.68M	Hold	28,343	–	–	0.04%	254
2022 Q1	$1.86M	Buy	28,343 +693	+3%	+$44.9K	0.04%	270
2021 Q4	$1.83M	Buy	27,650 +2	+0%	+$127	0.04%	293
2021 Q3	$1.65M	Buy	+27,648	New	+$1.7M	0.04%	299