Strategic Financial Concepts’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
2025 Q2	$295K	Sell	3,595 -41	-1%	-$3.37K	0.04%	200
2025 Q1	$289K	Hold	3,636	–	–	0.05%	241
2024 Q4	$283K	Buy	3,636 +41	+1%	+$3.19K	0.05%	251
2024 Q3	$282K	Buy	+3,595	New	+$282K	0.09%	180