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 Q3	$61.8K	Hold	636	–	–	﹤0.01%	395
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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Armstrong Advisory Group's DLN Position: Q3 2026 in Review

Armstrong Advisory Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 636 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Armstrong Advisory Group first reported a position in DLN in Q2 2023 and has held it in 14 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Armstrong Advisory Group held 636 shares of WisdomTree US LargeCap Dividend Fund worth $61.8K as of Q3 2026.
Armstrong Advisory Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #395 holding.
Armstrong Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.