Alta Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Alta Wealth Advisors’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	$1.68M	Hold	17,420	–	–	0.45%	50
2026 Q1	$1.56M	Hold	17,420	–	–	0.51%	47
2025 Q4	$1.53M	Hold	17,420	–	–	0.51%	43
2025 Q3	$1.52M	Hold	17,420	–	–	0.54%	44
2025 Q2	$1.43M	Hold	17,420	–	–	0.68%	34
2025 Q1	$1.38M	Hold	17,420	–	–	0.63%	35
2024 Q4	$1.36M	Hold	17,420	–	–	0.59%	39
2024 Q3	$1.37M	Hold	17,420	–	–	0.63%	39
2024 Q2	$1.27M	Hold	17,420	–	–	0.63%	38
2024 Q1	$1.26M	Hold	17,420	–	–	0.64%	40
2023 Q4	$1.16M	Hold	17,420	–	–	0.65%	40
2023 Q3	$1.07M	Hold	17,420	–	–	0.66%	46
2023 Q2	$1.11M	Hold	17,420	–	–	0.65%	47
2023 Q1	$1.08M	Hold	17,420	–	–	0.68%	43
2022 Q4	$1.08M	Hold	17,420	–	–	0.73%	35
2022 Q3	$963K	Hold	17,420	–	–	0.69%	38
2022 Q2	$1.03M	Hold	17,420	–	–	0.71%	36
2022 Q1	$1.15M	Buy	+17,420	New	+$1.13M	0.68%	40

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Alta Wealth Advisors's DLN Position: Q2 2026 in Review

Alta Wealth Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 17,420 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #50.

Alta Wealth Advisors first reported a position in DLN in Q1 2022 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Alta Wealth Advisors held 17,420 shares of WisdomTree US LargeCap Dividend Fund worth $1.68M as of Q2 2026.
Alta Wealth Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.45% of Alta Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Alta Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.