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Adamsbrown Wealth Consultants’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Adamsbrown Wealth Consultants’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 		$721K Buy
7,481
+14
+0.2% +$1.32K 0.14% 65
2026
Q1 		$667K Sell
7,467
-367
-5% -$33.4K 0.18% 57
2025
Q4 		$690K Sell
7,834
-34
-0.4% -$2.97K 0.19% 50
2025
Q3 		$685K Buy
7,868
+10
+0.1% +$846 0.19% 46
2025
Q2 		$645K Buy
7,858
+12
+0.2% +$937 0.19% 45
2025
Q1 		$623K Sell
7,846
-1,054
-12% -$84.1K 0.2% 44
2024
Q4 		$692K Buy
8,900
+11
+0.1% +$877 0.24% 39
2024
Q3 		$698K Buy
8,889
+10
+0.1% +$755 0.24% 37
2024
Q2 		$646K Sell
8,879
-632
-7% -$45K 0.25% 35
2024
Q1 		$687K Buy
9,511
+9
+0.1% +$618 0.28% 34
2023
Q4 		$631K Buy
9,502
+14
+0.1% +$880 0.27% 33
2023
Q3 		$583K Sell
9,488
-1,493
-14% -$95.3K 0.29% 34
2023
Q2 		$698K Sell
10,981
-1,430
-12% -$88.7K 0.37% 31
2023
Q1 		$768K Buy
12,411
+20
+0.2% +$1.24K 0.44% 32
2022
Q4 		$768K Sell
12,391
-5,806
-32% -$354K 0.47% 34
2022
Q3 		$1.01M Sell
18,197
-8,963
-33% -$543K 0.77% 27
2022
Q2 		$1.6M Sell
27,160
-14,077
-34% -$885K 1.26% 16
2022
Q1 		$2.71M Sell
41,237
-5,366
-12% -$347K 2.15% 10
2021
Q4 		$3.08M Buy
+46,603
New +$2.95M 2.78% 9

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Adamsbrown Wealth Consultants's DLN Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.19% in Q2 2026, buying an estimated $1.32K and bringing the position to 7,481 shares worth $721K. The position accounts for 0.14% of the portfolio, ranked #65.

Adamsbrown Wealth Consultants first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q4 2021. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Adamsbrown Wealth Consultants held 7,481 shares of WisdomTree US LargeCap Dividend Fund worth $721K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 14 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.32K.
  • WisdomTree US LargeCap Dividend Fund made up 0.14% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #65 holding.
  • Adamsbrown Wealth Consultants first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's WisdomTree US LargeCap Dividend Fund position peaked at $3.08M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.