Willow Creek Wealth Management’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
2025 Q3	$464K	Hold	5,329	–	–	0.04%	113
2025 Q2	$438K	Hold	5,329	–	–	0.04%	108
2025 Q1	$423K	Sell	5,329 -87	-2%	-$6.94K	0.04%	97
2024 Q4	$421K	Hold	5,416	–	–	0.04%	96
2024 Q3	$425K	Sell	5,416 -267	-5%	-$20.1K	0.04%	98
2024 Q2	$413K	Sell	5,683 -280	-5%	-$19.9K	0.05%	98
2024 Q1	$430K	Sell	5,963 -147	-2%	-$10.1K	0.05%	92
2023 Q4	$406K	Hold	6,110	–	–	0.05%	91
2023 Q3	$376K	Sell	6,110 -524	-8%	-$33.4K	0.06%	90
2023 Q2	$422K	Hold	6,634	–	–	0.06%	92
2023 Q1	$410K	Hold	6,634	–	–	0.06%	82
2022 Q4	$411K	Hold	6,634	–	–	0.07%	78
2022 Q3	$367K	Hold	6,634	–	–	0.07%	80
2022 Q2	$392K	Buy	6,634 +524	+9%	+$32.9K	0.07%	79
2022 Q1	$402K	Hold	6,110	–	–	0.08%	71
2021 Q4	$404K	Hold	6,110	–	–	0.08%	71
2021 Q3	$364K	Hold	6,110	–	–	0.08%	75
2021 Q2	$368K	Hold	6,110	–	–	0.09%	72
2021 Q1	$350K	Hold	6,110	–	–	0.13%	57
2020 Q4	$328K	Sell	6,110 -306	-5%	-$15.7K	0.12%	59
2020 Q3	$311K	Hold	6,416	–	–	0.13%	54
2020 Q2	$298K	Hold	6,416	–	–	0.13%	49
2020 Q1	$260K	Hold	6,416	–	–	0.13%	50
2019 Q4	$340K	Hold	6,416	–	–	0.16%	49
2019 Q3	$318K	Hold	6,416	–	–	0.15%	52
2019 Q2	$311K	Hold	6,416	–	–	0.15%	52
2019 Q1	$302K	Hold	6,416	–	–	0.15%	48
2018 Q4	$271K	Hold	6,416	–	–	0.14%	47
2018 Q3	$306K	Hold	6,416	–	–	0.17%	46
2018 Q2	$288K	Hold	6,416	–	–	0.16%	48
2018 Q1	$284K	Buy	+6,416	New	+$296K	0.15%	49