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

Arkadios 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 		$11M Sell
114,201
-11,890
-9% -$1.12M 0.17% 138
2026
Q1 		$11.3M Buy
126,091
+107,173
+567% +$9.74M 0.18% 124
2025
Q4 		$1.67M Buy
18,918
+16,062
+562% +$1.4M 0.03% 512
2025
Q3 		$249K Buy
2,856
+14
+0.5% +$1.19K 0.01% 1237
2025
Q2 		$233K Buy
2,842
+16
+0.6% +$1.25K 0.01% 1150
2025
Q1 		$224K Buy
2,826
+12
+0.4% +$958 0.01% 1008
2024
Q4 		$219K Buy
2,814
+15
+0.5% +$1.2K 0.01% 832
2024
Q3 		$220K Buy
2,799
+15
+0.5% +$1.13K 0.01% 809
2024
Q2 		$203K Buy
+2,784
New +$198K 0.01% 767
2022
Q1 		– Sell
-3,062
Closed -$202K – 574
2021
Q4 		$202K Buy
3,062
+2
+0.1% +$127 0.03% 558
2021
Q3 		$182K Hold
3,060
– – 0.03% 528
2021
Q2 		$184K Buy
3,060
+300
+11% +$17.9K 0.02% 553
2021
Q1 		$158K Hold
2,760
– – 0.03% 444
2020
Q4 		$148K Buy
2,760
+12
+0.4% +$614 0.03% 369
2020
Q3 		$138K Buy
2,748
+18
+0.7% +$874 0.07% 237
2020
Q2 		$130K Buy
2,730
+20
+0.7% +$900 0.07% 217
2020
Q1 		$110K Buy
2,710
+16
+0.6% +$784 0.07% 224
2019
Q4 		$146K Buy
+2,694
New +$137K 0.09% 187

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

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

Arkadios Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 9.4% in Q2 2026, selling an estimated $1.12M and leaving 114,201 shares worth $11M. The position accounts for 0.17% of the portfolio, ranked #138.

Arkadios Wealth Advisors first reported a position in DLN in Q4 2019 and has held it in 18 quarters since. The position peaked at $11.3M in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Arkadios Wealth Advisors held 114,201 shares of WisdomTree US LargeCap Dividend Fund worth $11M as of Q2 2026.
  • Arkadios Wealth Advisors sold 11,890 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.12M.
  • WisdomTree US LargeCap Dividend Fund made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $11.3M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.