Wealthspire Advisors (New York)’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	$2.93M	Sell	35,713 -4,982	-12%	-$409K	0.02%	223
2025 Q1	$3.23M	Buy	40,695 +11,663	+40%	+$926K	0.02%	199
2024 Q4	$2.26M	Buy	29,032 +15,627	+117%	+$1.22M	0.02%	231
2024 Q3	$1.05M	Buy	+13,405	New	+$1.05M	0.01%	364