Washington Trust 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	$80.4K	Sell	900 -175	-16%	-$15.9K	0.01%	311
2025 Q4	$94.7K	Hold	1,075	–	–	0.01%	290
2025 Q3	$93.6K	Hold	1,075	–	–	0.01%	294
2025 Q2	$88.3K	Sell	1,075 -100	-9%	-$7.81K	0.01%	270
2025 Q1	$93.3K	Sell	1,175 -150	-11%	-$12K	0.01%	258
2024 Q4	$103K	Hold	1,325	–	–	0.01%	258
2024 Q3	$104K	Hold	1,325	–	–	0.01%	257
2024 Q2	$96.4K	Sell	1,325 -200	-13%	-$14.2K	0.01%	255
2024 Q1	$110K	Hold	1,525	–	–	0.01%	242
2023 Q4	$101K	Hold	1,525	–	–	0.01%	243
2023 Q3	$93.8K	Sell	1,525 -100	-6%	-$6.38K	0.01%	245
2023 Q2	$103K	Sell	1,625 -100	-6%	-$6.2K	0.01%	236
2023 Q1	$107K	Sell	1,725 -350	-17%	-$21.7K	0.01%	235
2022 Q4	$129K	Hold	2,075	–	–	0.01%	218
2022 Q3	$115K	Hold	2,075	–	–	0.01%	256
2022 Q2	$123K	Sell	2,075 -35	-2%	-$2.2K	0.01%	262
2022 Q1	$139K	Sell	2,110 -210	-9%	-$13.6K	0.01%	292
2021 Q4	$153K	Buy	+2,320	New	+$147K	0.01%	289