Valeo Financial 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 Q2	$1.59M	Sell	16,544 -79	-0.5%	-$7.46K	0.03%	221
2026 Q1	$1.48M	Hold	16,623	–	–	0.04%	205
2025 Q4	$1.46M	Sell	16,623 -76	-0.5%	-$6.64K	0.03%	226
2025 Q3	$1.45M	Hold	16,699	–	–	0.03%	218
2025 Q2	$1.37M	Hold	16,699	–	–	0.03%	223
2025 Q1	$1.33M	Hold	16,699	–	–	0.04%	209
2024 Q4	$1.3M	Hold	16,699	–	–	0.04%	206
2024 Q3	$1.31M	Hold	16,699	–	–	0.04%	212
2024 Q2	$1.21M	Hold	16,699	–	–	0.04%	207
2024 Q1	$1.17M	Hold	16,699	–	–	0.04%	211
2023 Q4	$1.11M	Hold	16,699	–	–	0.04%	210
2023 Q3	$1.03M	Hold	16,699	–	–	0.05%	202
2023 Q2	$1.06M	Hold	16,699	–	–	0.05%	198
2023 Q1	$1.03M	Hold	16,699	–	–	0.05%	204
2022 Q4	$1.03M	Hold	16,699	–	–	0.06%	184
2022 Q3	$923K	Hold	16,699	–	–	0.06%	179
2022 Q2	$987K	Buy	16,699 +79	+0.5%	+$4.97K	0.06%	164
2022 Q1	$1.09M	Hold	16,620	–	–	0.06%	190
2021 Q4	$1.1M	Hold	16,620	–	–	0.06%	175
2021 Q3	$991K	Hold	16,620	–	–	0.06%	187
2021 Q2	$1M	Hold	16,620	–	–	0.06%	165
2021 Q1	$953K	Sell	16,620 -6,480	-28%	-$356K	0.04%	177
2020 Q4	$1.24M	Hold	23,100	–	–	0.06%	145
2020 Q3	$1.12M	Sell	23,100 -2,252	-9%	-$109K	0.1%	124
2020 Q2	$1.18M	Hold	25,352	–	–	0.11%	116
2020 Q1	$1.12M	Hold	25,352	–	–	0.12%	112
2019 Q4	$1.34M	Hold	25,352	–	–	0.13%	108
2019 Q3	$1.26M	Hold	25,352	–	–	0.14%	101
2019 Q2	$1.23M	Hold	25,352	–	–	0.14%	104
2019 Q1	$1.19M	Hold	25,352	–	–	0.15%	108
2018 Q4	$1.07M	Hold	25,352	–	–	0.15%	106
2018 Q3	$1.15M	Hold	25,352	–	–	0.16%	104
2018 Q2	$1.18M	Hold	25,352	–	–	0.17%	100
2018 Q1	$1.12M	Buy	25,352 +76	+0.3%	+$3.5K	0.18%	95
2017 Q4	$1.16M	Hold	25,276	–	–	0.19%	94
2017 Q3	$1.1M	Buy	+25,276	New	+$1.08M	0.25%	82

Other funds holding DLN