Seven Springs Wealth Group’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	$322K	Hold	3,600	–	–	0.07%	64
2025 Q4	$317K	Hold	3,600	–	–	0.09%	66
2025 Q3	$313K	Hold	3,600	–	–	0.08%	67
2025 Q2	$296K	Hold	3,600	–	–	0.07%	67
2025 Q1	$286K	Hold	3,600	–	–	0.1%	65
2024 Q4	$280K	Hold	3,600	–	–	0.1%	64
2024 Q3	$283K	Hold	3,600	–	–	0.1%	63
2024 Q2	$262K	Hold	3,600	–	–	0.1%	58
2024 Q1	$260K	Hold	3,600	–	–	0.1%	59
2023 Q4	$239K	Hold	3,600	–	–	0.11%	54
2023 Q3	$221K	Hold	3,600	–	–	0.11%	54
2023 Q2	$229K	Hold	3,600	–	–	0.11%	55
2023 Q1	$223K	Hold	3,600	–	–	0.11%	58
2022 Q4	$223K	Buy	+3,600	New	+$220K	0.11%	53
2022 Q3	–	Sell	-3,600	Closed	-$213K	–	60
2022 Q2	$213K	Hold	3,600	–	–	0.11%	63
2022 Q1	$237K	Hold	3,600	–	–	0.11%	61
2021 Q4	$238K	Hold	3,600	–	–	0.11%	59
2021 Q3	$215K	Hold	3,600	–	–	0.11%	70
2021 Q2	$217K	Hold	3,600	–	–	0.09%	72
2021 Q1	$206K	Hold	3,600	–	–	0.1%	49
2020 Q4	$194K	Hold	3,600	–	–	0.1%	50
2020 Q3	$175K	Hold	3,600	–	–	0.11%	50
2020 Q2	$167K	Hold	3,600	–	–	0.11%	48
2020 Q1	$146K	Hold	3,600	–	–	0.1%	54
2019 Q4	$191K	Buy	+3,600	New	+$183K	0.13%	54