Arax Advisory Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Arax Advisory Partners’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	$1.62M	Buy	16,870 +16,809	+27,556%	+$1.59M	0.01%	941
2026 Q1	$5.45K	Hold	61	–	–	﹤0.01%	2739
2025 Q4	$5.37K	Buy	+61	New	+$5.33K	﹤0.01%	2806
2025 Q3	–	Sell	-27	Closed	-$2.22K	–	3755
2025 Q2	$2.22K	Hold	27	–	–	﹤0.01%	2539
2025 Q1	$2.14K	Buy	+27	New	+$2.15K	﹤0.01%	2049

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

Arax Advisory Partners's DLN Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 27,556% in Q2 2026, buying an estimated $1.59M and bringing the position to 16,870 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #941.

Arax Advisory Partners first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Arax Advisory Partners held 16,870 shares of WisdomTree US LargeCap Dividend Fund worth $1.62M as of Q2 2026.
Arax Advisory Partners bought 16,809 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.59M.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #941 holding.
Arax Advisory Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.