Spire Wealth Management’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	$194K	Hold	2,168	–	–	0.01%	781
2025 Q4	$191K	Hold	2,168	–	–	0.01%	804
2025 Q3	$189K	Hold	2,168	–	–	0.01%	796
2025 Q2	$178K	Hold	2,168	–	–	0.01%	797
2025 Q1	$172K	Hold	2,168	–	–	0.01%	859
2024 Q4	$169K	Hold	2,168	–	–	0.01%	871
2024 Q3	$170K	Hold	2,168	–	–	0.01%	774
2024 Q2	$158K	Hold	2,168	–	–	0.01%	772
2024 Q1	$157K	Hold	2,168	–	–	﹤0.01%	849
2023 Q4	$145K	Hold	2,168	–	–	﹤0.01%	874
2023 Q3	$133K	Hold	2,168	–	–	0.01%	842
2023 Q2	$138K	Hold	2,168	–	–	0.01%	857
2023 Q1	$134K	Hold	2,168	–	–	0.01%	869
2022 Q4	$134K	Hold	2,168	–	–	0.01%	650
2022 Q3	$120K	Hold	2,168	–	–	0.01%	649
2022 Q2	$128K	Hold	2,168	–	–	0.01%	935
2022 Q1	$142K	Sell	2,168 -16,996	-89%	-$1.1M	﹤0.01%	1043
2021 Q4	$1.27M	Buy	19,164 +16,996	+784%	+$1.08M	0.03%	402
2021 Q3	$129K	Hold	2,168	–	–	﹤0.01%	1097
2021 Q2	$130K	Sell	2,168 -69,134	-97%	-$4.12M	﹤0.01%	1092
2021 Q1	$4.07M	Buy	+71,302	New	+$3.92M	0.11%	178