Redwood Financial Network’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,319	Closed	-$204K	–	142
2023 Q3	$204K	Sell	3,319 -485	-13%	-$29.8K	0.22%	129
2023 Q2	$242K	Sell	3,804 -78	-2%	-$4.96K	0.23%	128
2023 Q1	$240K	Buy	+3,882	New	+$240K	0.24%	128