American Capital Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

American Capital Advisory’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	$8.28K	Hold	86	–	–	﹤0.01%	382
2026 Q1	$7.68K	Hold	86	–	–	﹤0.01%	364
2025 Q4	$7.58K	Hold	86	–	–	﹤0.01%	342
2025 Q3	$7.49K	Hold	86	–	–	﹤0.01%	330
2025 Q2	$7.07K	Hold	86	–	–	﹤0.01%	316
2025 Q1	$6.83K	Hold	86	–	–	﹤0.01%	317
2024 Q4	$6.69K	Hold	86	–	–	﹤0.01%	326
2024 Q3	$6.76K	Hold	86	–	–	﹤0.01%	324
2024 Q2	$5.71K	Hold	86	–	–	﹤0.01%	296
2024 Q1	$5.32K	Hold	86	–	–	﹤0.01%	305
2023 Q4	$5.71K	Buy	+86	New	+$5.4K	﹤0.01%	296

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

American Capital Advisory's DLN Position: Q2 2026 in Review

American Capital Advisory held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 86 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

American Capital Advisory first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

American Capital Advisory held 86 shares of WisdomTree US LargeCap Dividend Fund worth $8.28K as of Q2 2026.
American Capital Advisory left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #382 holding.
American Capital Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.