Prospera Financial Services’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	$268K	Sell	3,000 -448	-13%	-$40.7K	﹤0.01%	1246
2025 Q4	$304K	Sell	3,448 -58	-2%	-$5.07K	0.01%	1148
2025 Q3	$305K	Hold	3,506	–	–	0.01%	1133
2025 Q2	$288K	Hold	3,506	–	–	0.01%	1126
2025 Q1	$278K	Hold	3,506	–	–	0.01%	1017
2024 Q4	$273K	Hold	3,506	–	–	0.01%	964
2024 Q3	$275K	Hold	3,506	–	–	0.01%	952
2024 Q2	$255K	Hold	3,506	–	–	0.01%	980
2024 Q1	$253K	Hold	3,506	–	–	0.01%	962
2023 Q4	$233K	Hold	3,506	–	–	0.01%	950
2023 Q3	$216K	Hold	3,506	–	–	0.01%	926
2023 Q2	$223K	Hold	3,506	–	–	0.01%	916
2023 Q1	$217K	Sell	3,506 -3,120	-47%	-$194K	0.01%	883
2022 Q4	$410K	Buy	+6,626	New	+$404K	0.02%	588
2022 Q3	–	Sell	-2,588	Closed	-$153K	–	1016
2022 Q2	$153K	Sell	2,588 -918	-26%	-$57.7K	0.01%	795
2022 Q1	$230K	Hold	3,506	–	–	0.01%	840
2021 Q4	$232K	Hold	3,506	–	–	0.01%	787
2021 Q3	$209K	Hold	3,506	–	–	0.01%	757
2021 Q2	$211K	Hold	3,506	–	–	0.01%	751
2021 Q1	$201K	Buy	+3,506	New	+$193K	0.01%	719
2020 Q4	–	Sell	-918	Closed	-$45K	–	880
2020 Q3	$45K	Buy	+918	New	+$44.6K	0.02%	655