6F
DLN icon

626 Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

626 Financial’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$867K Buy
9,005
+23
+0.3% +$2.17K 0.34% 52
2026
Q1 		$802K Sell
8,982
-698
-7% -$63.5K 0.36% 49
2025
Q4 		$853K Sell
9,680
-40
-0.4% -$3.49K 0.37% 48
2025
Q3 		$846K Buy
9,720
+525
+6% +$44.4K 0.37% 48
2025
Q2 		$755K Sell
9,195
-131
-1% -$10.2K 0.35% 50
2025
Q1 		$740K Sell
9,326
-616
-6% -$49.2K 0.38% 43
2024
Q4 		$773K Buy
9,942
+28
+0.3% +$2.23K 0.42% 45
2024
Q3 		$779K Buy
9,914
+26
+0.3% +$1.96K 0.43% 44
2024
Q2 		$719K Buy
9,888
+30
+0.3% +$2.13K 0.42% 47
2024
Q1 		$712K Buy
9,858
+23
+0.2% +$1.58K 0.43% 46
2023
Q4 		$653K Sell
9,835
-1,174
-11% -$73.8K 0.43% 47
2023
Q3 		$677K Buy
11,009
+36
+0.3% +$2.3K 0.46% 44
2023
Q2 		$698K Sell
10,973
-246
-2% -$15.3K 0.45% 44
2023
Q1 		$694K Sell
11,219
-822
-7% -$51K 0.46% 49
2022
Q4 		$746K Buy
12,041
+180
+2% +$11K 0.52% 46
2022
Q3 		$655K Sell
11,861
-114
-1% -$6.91K 0.53% 46
2022
Q2 		$707K Buy
11,975
+46
+0.4% +$2.89K 0.54% 42
2022
Q1 		$784K Sell
11,929
-253
-2% -$16.4K 0.5% 43
2021
Q4 		$805K Buy
+12,182
New +$771K 0.49% 39
2021
Q1 		$784K Buy
+23,858
New +$1.31M 0.5% 43

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

626 Financial's DLN Position: Q2 2026 in Review

626 Financial increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.26% in Q2 2026, buying an estimated $2.17K and bringing the position to 9,005 shares worth $867K. The position accounts for 0.34% of the portfolio, ranked #52.

626 Financial first reported a position in DLN in Q1 2021 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • 626 Financial held 9,005 shares of WisdomTree US LargeCap Dividend Fund worth $867K as of Q2 2026.
  • 626 Financial bought 23 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.17K.
  • WisdomTree US LargeCap Dividend Fund made up 0.34% of 626 Financial's portfolio in Q2 2026, its #52 holding.
  • 626 Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 20 quarters since.
  • 287 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.