Platform Technology Partners’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	$1.21M	Hold	13,597	–	–	0.23%	99
2025 Q4	$1.2M	Hold	13,597	–	–	0.26%	94
2025 Q3	$1.18M	Hold	13,597	–	–	0.28%	84
2025 Q2	$1.12M	Hold	13,597	–	–	0.29%	88
2025 Q1	$1.08M	Hold	13,597	–	–	0.31%	85
2024 Q4	$1.06M	Sell	13,597 -3,399	-20%	-$271K	0.32%	81
2024 Q3	$1.34M	Hold	16,996	–	–	0.42%	67
2024 Q2	$1.24M	Buy	+16,996	New	+$1.21M	0.43%	65
2023 Q4	$1.16M	Hold	16,996	–	–	0.45%	66
2023 Q3	$1.05M	Hold	16,996	–	–	0.49%	63
2023 Q2	$1.08M	Hold	16,996	–	–	0.51%	64
2023 Q1	$1.05M	Hold	16,996	–	–	0.52%	61
2022 Q4	$1.05M	Hold	16,996	–	–	0.54%	61
2022 Q3	$939K	Hold	16,996	–	–	0.54%	58
2022 Q2	$1M	Hold	16,996	–	–	0.55%	54
2022 Q1	$1.12M	Hold	16,996	–	–	0.54%	51
2021 Q4	$1.12M	Hold	16,996	–	–	0.49%	53
2021 Q3	$1.01M	Hold	16,996	–	–	0.46%	60
2021 Q2	$1.02M	Buy	+16,996	New	+$1.01M	0.42%	66
2020 Q4	$995K	Sell	18,508 -134	-0.7%	-$6.86K	0.49%	54
2020 Q3	$905K	Buy	18,642 +560	+3%	+$27.2K	0.55%	47
2020 Q2	$840K	Buy	18,082 +498	+3%	+$22.4K	0.59%	42
2020 Q1	$712K	Buy	+17,584	New	+$861K	0.65%	40