Marshall & Sterling 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	$17.6K	Buy	215 +1	+0.5%	+$82	0.01%	271
2025 Q1	$17K	Buy	214 +1	+0.5%	+$79	0.01%	264
2024 Q4	$16.5K	Buy	+213	New	+$16.5K	0.01%	203