Toth Financial Advisory’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	$23.9K	Hold	268	–	–	﹤0.01%	466
2025 Q4	$23.6K	Hold	268	–	–	﹤0.01%	462
2025 Q3	$23.3K	Hold	268	–	–	﹤0.01%	452
2025 Q2	$22K	Hold	268	–	–	﹤0.01%	422
2025 Q1	$21.3K	Hold	268	–	–	﹤0.01%	397
2024 Q4	$20.8K	Hold	268	–	–	﹤0.01%	390
2024 Q3	$21.1K	Hold	268	–	–	﹤0.01%	380
2024 Q2	$19.5K	Hold	268	–	–	﹤0.01%	395
2024 Q1	$19.3K	Hold	268	–	–	﹤0.01%	390
2023 Q4	$17.8K	Hold	268	–	–	﹤0.01%	403
2023 Q3	$16.5K	Hold	268	–	–	﹤0.01%	394
2023 Q2	$17K	Hold	268	–	–	﹤0.01%	411
2023 Q1	$16.6K	Sell	268 -50	-16%	-$3.1K	﹤0.01%	404
2022 Q4	$19.7K	Sell	318 -100	-24%	-$6.1K	﹤0.01%	379
2022 Q3	$23K	Hold	418	–	–	﹤0.01%	356
2022 Q2	$25K	Buy	+418	New	+$26.3K	﹤0.01%	344