Vertex Planning Partners’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	$208K	Buy	2,533 +3	+0.1%	+$246	0.04%	184
2025 Q1	$201K	Buy	+2,530	New	+$201K	0.04%	178
2024 Q1	–	Sell	-3,419	Closed	-$227K	–	155
2023 Q4	$227K	Buy	+3,419	New	+$227K	0.07%	148