Armstrong Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Armstrong Advisory Group’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	$61.3K	Hold	636	–	–	﹤0.01%	401
2026 Q1	$56.8K	Hold	636	–	–	﹤0.01%	391
2025 Q4	$56K	Hold	636	–	–	﹤0.01%	388
2025 Q3	$55.4K	Hold	636	–	–	﹤0.01%	383
2025 Q2	$52.2K	Hold	636	–	–	﹤0.01%	381
2025 Q1	$49.5K	Hold	636	–	–	﹤0.01%	380
2024 Q4	$49.5K	Hold	636	–	–	﹤0.01%	380
2024 Q3	$50K	Hold	636	–	–	﹤0.01%	371
2024 Q2	$46.3K	Hold	636	–	–	﹤0.01%	366
2024 Q1	$42.2K	Hold	636	–	–	﹤0.01%	363
2023 Q4	$42.2K	Hold	636	–	–	﹤0.01%	363
2023 Q3	$39.1K	Sell	636 -247	-28%	-$15.8K	﹤0.01%	370
2023 Q2	$56.2K	Buy	+883	New	+$54.8K	0.01%	324

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

Armstrong Advisory Group's DLN Position: Q2 2026 in Review

Armstrong Advisory Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 636 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Armstrong Advisory Group first reported a position in DLN in Q2 2023 and has held it in 13 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Armstrong Advisory Group held 636 shares of WisdomTree US LargeCap Dividend Fund worth $61.3K as of Q2 2026.
Armstrong Advisory Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #401 holding.
Armstrong Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.