Redmont Wealth Advisors’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
2025 Q4	$569K	Hold	6,461	–	–	0.86%	29
2025 Q3	$562K	Hold	6,461	–	–	0.78%	38
2025 Q2	$531K	Hold	6,461	–	–	0.78%	38
2025 Q1	$513K	Hold	6,461	–	–	1%	19
2024 Q4	$503K	Hold	6,461	–	–	0.87%	33
2024 Q3	$508K	Hold	6,461	–	–	0.79%	39
2024 Q2	$470K	Hold	6,461	–	–	0.74%	42
2024 Q1	$466K	Hold	6,461	–	–	0.65%	43
2023 Q4	$429K	Hold	6,461	–	–	0.62%	48
2023 Q3	$397K	Hold	6,461	–	–	0.7%	48
2023 Q2	$411K	Buy	6,461 +808	+14%	+$50.1K	0.71%	48
2023 Q1	$350K	Sell	5,653 -3,347	-37%	-$208K	0.71%	47
2022 Q4	$558K	Hold	9,000	–	–	0.65%	39
2022 Q3	$497K	Hold	9,000	–	–	0.65%	36
2022 Q2	$532K	Hold	9,000	–	–	0.65%	36
2022 Q1	$591K	Hold	9,000	–	–	0.63%	40
2021 Q4	$594K	Buy	+9,000	New	+$569K	0.66%	39