PFG Investments’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	$826K	Buy	9,247 +92	+1%	+$8.36K	0.04%	413
2025 Q4	$806K	Sell	9,155 -143	-2%	-$12.5K	0.04%	404
2025 Q3	$809K	Buy	9,298 +29	+0.3%	+$2.45K	0.04%	393
2025 Q2	$761K	Buy	9,269 +34	+0.4%	+$2.66K	0.04%	380
2025 Q1	$733K	Buy	9,235 +323	+4%	+$25.8K	0.05%	374
2024 Q4	$693K	Sell	8,912 -1,165	-12%	-$92.9K	0.04%	381
2024 Q3	$792K	Buy	10,077 +40	+0.4%	+$3.02K	0.05%	352
2024 Q2	$730K	Buy	10,037 +45	+0.5%	+$3.2K	0.05%	335
2024 Q1	$721K	Buy	9,992 +44	+0.4%	+$3.02K	0.04%	416
2023 Q4	$660K	Buy	9,948 +350	+4%	+$22K	0.12%	189
2023 Q3	$590K	Buy	9,598 +11	+0.1%	+$702	0.11%	201
2023 Q2	$610K	Buy	9,587 +1,594	+20%	+$98.9K	0.11%	204
2023 Q1	$494K	Buy	+7,993	New	+$496K	0.1%	233