Stratos Wealth Advisors’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	$9.67M	Sell	108,242 -566	-0.5%	-$51.5K	0.59%	41
2025 Q4	$9.58M	Buy	108,808 +1,574	+1%	+$137K	0.46%	55
2025 Q3	$9.33M	Buy	107,234 +2,606	+2%	+$221K	0.45%	54
2025 Q2	$8.59M	Sell	104,628 -1,060	-1%	-$82.8K	0.45%	54
2025 Q1	$8.39M	Buy	105,688 +1,637	+2%	+$131K	0.46%	54
2024 Q4	$8.09M	Sell	104,051 -497	-0.5%	-$39.6K	0.39%	64
2024 Q3	$8.21M	Buy	104,548 +650	+0.6%	+$49.1K	0.38%	63
2024 Q2	$7.56M	Buy	103,898 +1,463	+1%	+$104K	0.37%	67
2024 Q1	$7.39M	Buy	102,435 +2,472	+2%	+$170K	0.44%	56
2023 Q4	$6.64M	Sell	99,963 -364	-0.4%	-$22.9K	0.38%	61
2023 Q3	$6.17M	Buy	100,327 +1,852	+2%	+$118K	0.41%	58
2023 Q2	$6.26M	Sell	98,475 -584	-0.6%	-$36.2K	0.44%	52
2023 Q1	$6.13M	Sell	99,059 -690	-0.7%	-$42.8K	0.47%	46
2022 Q4	$6.18M	Buy	99,749 +4,639	+5%	+$283K	0.52%	39
2022 Q3	$5.26M	Buy	95,110 +4,442	+5%	+$269K	0.55%	33
2022 Q2	$5.36M	Buy	90,668 +4,082	+5%	+$257K	0.49%	43
2022 Q1	$5.69M	Buy	86,586 +3,891	+5%	+$252K	0.46%	49
2021 Q4	$5.46M	Buy	82,695 +2,685	+3%	+$170K	0.39%	61
2021 Q3	$4.77M	Buy	80,010 +1,742	+2%	+$107K	0.41%	59
2021 Q2	$4.71M	Buy	78,268 +5,338	+7%	+$318K	0.42%	61
2021 Q1	$4.18M	Buy	72,930 +2,056	+3%	+$113K	0.44%	59
2020 Q4	$3.81M	Buy	70,874 +7,172	+11%	+$367K	0.53%	48
2020 Q3	$3.09M	Buy	63,702 +2,920	+5%	+$142K	0.75%	37
2020 Q2	$2.82M	Buy	60,782 +17,882	+42%	+$805K	0.87%	34
2020 Q1	$1.74M	Buy	42,900 +10,624	+33%	+$520K	1.23%	15
2019 Q4	$1.71M	Buy	+32,276	New	+$1.64M	0.97%	24