Wealth Enhancement Advisory Services’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	$10.5M	Sell	116,729 -40,337	-26%	-$3.67M	0.02%	567
2025 Q4	$14.1M	Buy	157,066 +11,368	+8%	+$993K	0.02%	587
2025 Q3	$12.7M	Buy	145,698 +11,707	+9%	+$991K	0.02%	572
2025 Q2	$11.2M	Sell	133,991 -2,919	-2%	-$228K	0.02%	593
2025 Q1	$10.9M	Sell	136,910 -6,826	-5%	-$545K	0.02%	557
2024 Q4	$11.2M	Buy	143,736 +6,796	+5%	+$542K	0.02%	526
2024 Q3	$10.8M	Sell	136,940 -1,063	-0.8%	-$80.2K	0.02%	497
2024 Q2	$10M	Buy	138,003 +1,082	+0.8%	+$77K	0.02%	486
2024 Q1	$9.88M	Sell	136,921 -1,113	-0.8%	-$76.4K	0.03%	482
2023 Q4	$9.16M	Buy	138,034 +562	+0.4%	+$35.3K	0.03%	454
2023 Q3	$8.45M	Buy	137,472 +123,100	+857%	+$7.86M	0.03%	445
2023 Q2	$914K	Sell	14,372 -3,881	-21%	-$241K	0.01%	271
2023 Q1	$1.13M	Buy	18,253 +11,162	+157%	+$693K	0.01%	294
2022 Q4	$445K	Sell	7,091 -641	-8%	-$39.1K	0.01%	278
2022 Q3	$436K	Sell	7,732 -192	-2%	-$11.6K	0.01%	280
2022 Q2	$474K	Sell	7,924 -3,450	-30%	-$217K	0.01%	281
2022 Q1	$751K	Buy	11,374 +1,625	+17%	+$105K	0.01%	256
2021 Q4	$635K	Buy	9,749 +511	+6%	+$32.3K	0.01%	241
2021 Q3	$581K	Buy	9,238 +1,600	+21%	+$98.6K	0.01%	244
2021 Q2	$468K	Buy	7,638 +246	+3%	+$14.7K	0.01%	238
2021 Q1	$430K	Buy	+7,392	New	+$407K	0.01%	235