MFT

Moisand Fitzgerald Tamayo’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$465K	Hold	5,664	–	–	0.06%	78
2025 Q1	$450K	Hold	5,664	–	–	0.06%	73
2024 Q4	$441K	Hold	5,664	–	–	0.06%	74
2024 Q3	$445K	Hold	5,664	–	–	0.06%	75
2024 Q2	$412K	Hold	5,664	–	–	0.06%	76
2024 Q1	$409K	Hold	5,664	–	–	0.06%	75
2023 Q4	$376K	Hold	5,664	–	–	0.07%	77
2023 Q3	$348K	Hold	5,664	–	–	0.07%	77
2023 Q2	$360K	Hold	5,664	–	–	0.07%	77
2023 Q1	$350K	Hold	5,664	–	–	0.07%	80
2022 Q4	$351K	Hold	5,664	–	–	0.08%	80
2022 Q3	$313K	Hold	5,664	–	–	0.09%	78
2022 Q2	$335K	Hold	5,664	–	–	0.09%	77
2022 Q1	$372K	Hold	5,664	–	–	0.17%	57
2021 Q4	$374K	Buy	5,664 +2,832	+100%	+$187K	0.11%	71
2021 Q3	$338K	Hold	2,832	–	–	0.11%	69
2021 Q2	$341K	Hold	2,832	–	–	0.12%	65
2021 Q1	$325K	Hold	2,832	–	–	0.14%	64
2020 Q4	$304K	Hold	2,832	–	–	0.14%	61
2020 Q3	$275K	Hold	2,832	–	–	0.14%	62
2020 Q2	$263K	Hold	2,832	–	–	0.14%	60
2020 Q1	$229K	Hold	2,832	–	–	0.15%	62
2019 Q4	$300K	Hold	2,832	–	–	0.15%	63
2019 Q3	$281K	Hold	2,832	–	–	0.15%	65
2019 Q2	$274K	Hold	2,832	–	–	0.15%	64
2019 Q1	$267K	Hold	2,832	–	–	0.15%	66
2018 Q4	$239K	Hold	2,832	–	–	0.15%	65
2018 Q3	$270K	Hold	2,832	–	–	0.15%	65
2018 Q2	$254K	Hold	2,832	–	–	0.15%	66
2018 Q1	$251K	Hold	2,832	–	–	0.15%	68
2017 Q4	$261K	Hold	2,832	–	–	0.15%	56
2017 Q3	$246K	Hold	2,832	–	–	0.15%	62
2017 Q2	$238K	Hold	2,832	–	–	0.16%	57
2017 Q1	$235K	Hold	2,832	–	–	0.17%	57
2016 Q4	$226K	Hold	2,832	–	–	0.17%	58
2016 Q3	$218K	Hold	2,832	–	–	0.17%	57
2016 Q2	$215K	Hold	2,832	–	–	0.18%	52
2016 Q1	$208K	Hold	2,832	–	–	0.17%	51
2015 Q4	$201K	Buy	+2,832	New	+$201K	0.17%	53