Salomon & Ludwin’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	$421K	Sell	4,695 -23	-0.5%	-$2.09K	0.04%	124
2025 Q4	$421K	Hold	4,718	–	–	0.04%	125
2025 Q3	$411K	Sell	4,718 -7	-0.1%	-$592	0.04%	127
2025 Q2	$392K	Hold	4,725	–	–	0.04%	122
2025 Q1	$375K	Hold	4,725	–	–	0.04%	111
2024 Q4	$368K	Sell	4,725 -38	-0.8%	-$3.03K	0.04%	114
2024 Q3	$374K	Hold	4,763	–	–	0.04%	119
2024 Q2	$347K	Sell	4,763 -107	-2%	-$7.61K	0.04%	122
2024 Q1	$352K	Hold	4,870	–	–	0.03%	144
2023 Q4	$299K	Hold	4,870	–	–	0.03%	147
2023 Q3	$299K	Hold	4,870	–	–	0.03%	147
2023 Q2	$310K	Hold	4,870	–	–	0.03%	141
2023 Q1	$301K	Hold	4,870	–	–	0.04%	138
2022 Q4	$302K	Buy	+4,870	New	+$297K	0.04%	137