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DLN icon

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

Advisornet 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 		$12.6K Hold
130
– – ﹤0.01% 1520
2026
Q1 		$11.6K Buy
130
+1
+0.8% +$91 ﹤0.01% 1494
2025
Q4 		$11.4K Hold
129
– – ﹤0.01% 1504
2025
Q3 		$11.2K Sell
129
-774
-86% -$65.5K ﹤0.01% 1485
2025
Q2 		$74.2K Buy
903
+1
+0.1% +$78 ﹤0.01% 850
2025
Q1 		$71.6K Hold
902
– – 0.01% 823
2024
Q4 		$70.1K Buy
902
+1
+0.1% +$80 0.01% 779
2024
Q3 		$70.8K Sell
901
-160
-15% -$12.1K 0.01% 793
2024
Q2 		$77.2K Hold
1,061
– – 0.01% 696
2024
Q1 		$76.6K Hold
1,061
– – 0.01% 700
2023
Q4 		$70.4K Buy
1,061
+126
+13% +$7.92K 0.01% 724
2023
Q3 		$57.5K Buy
935
+175
+23% +$11.2K 0.01% 749
2023
Q2 		$48.3K Hold
760
– – ﹤0.01% 824
2023
Q1 		$47K Hold
760
– – ﹤0.01% 814
2022
Q4 		$47.1K Hold
760
– – ﹤0.01% 807
2022
Q3 		$42K Hold
760
– – ﹤0.01% 898
2022
Q2 		$45K Hold
760
– – ﹤0.01% 895
2022
Q1 		$50K Buy
760
+330
+77% +$21.4K ﹤0.01% 968
2021
Q4 		$28K Sell
430
-5,000
-92% -$316K ﹤0.01% 1196
2021
Q3 		$324K Buy
+5,430
New +$334K 0.02% 447
2019
Q1 		– Sell
-182
Closed -$8.28K – 1593
2018
Q4 		$8K Hold
182
– – ﹤0.01% 1130
2018
Q3 		$9K Buy
+182
New +$8.54K ﹤0.01% 1144

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

Advisornet Financial's DLN Position: Q2 2026 in Review

Advisornet Financial held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 130 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Advisornet Financial first reported a position in DLN in Q3 2018 and has held it in 22 quarters since. The position peaked at $324K in Q3 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Advisornet Financial held 130 shares of WisdomTree US LargeCap Dividend Fund worth $12.6K as of Q2 2026.
  • Advisornet Financial left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1520 holding.
  • Advisornet Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2018 and has held it in 22 quarters since.
  • Advisornet Financial's WisdomTree US LargeCap Dividend Fund position peaked at $324K in Q3 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.