Arrowroot Family Office’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Arrowroot Family Office’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	$282K	Sell	2,924 -89	-3%	-$8.41K	0.08%	151
2026 Q1	$269K	Sell	3,013 -6	-0.2%	-$545	0.09%	136
2025 Q4	$266K	Sell	3,019 -7	-0.2%	-$611	0.1%	125
2025 Q3	$263K	Buy	3,026 +13	+0.4%	+$1.1K	0.11%	127
2025 Q2	$247K	Buy	+3,013	New	+$235K	0.11%	126
2024 Q4	$257K	Sell	3,306 -338	-9%	-$27K	0.13%	112
2024 Q3	$286K	Sell	3,644 -1,701	-32%	-$128K	0.17%	103
2024 Q2	$389K	Sell	5,345 -7,469	-58%	-$531K	0.25%	84
2024 Q1	$925K	Sell	12,814 -2,050	-14%	-$141K	0.59%	48
2023 Q4	$987K	Sell	14,864 -616	-4%	-$38.7K	0.7%	40
2023 Q3	$952K	Buy	15,480 +767	+5%	+$48.9K	0.75%	40
2023 Q2	$936K	Sell	14,713 -55	-0.4%	-$3.41K	0.71%	45
2023 Q1	$914K	Buy	+14,768	New	+$917K	0.78%	40

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

Arrowroot Family Office's DLN Position: Q2 2026 in Review

Arrowroot Family Office reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3% in Q2 2026, selling an estimated $8.41K and leaving 2,924 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #151.

Arrowroot Family Office first reported a position in DLN in Q1 2023 and has held it in 13 quarters since. The position peaked at $987K in Q4 2023. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Arrowroot Family Office held 2,924 shares of WisdomTree US LargeCap Dividend Fund worth $282K as of Q2 2026.
Arrowroot Family Office sold 89 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $8.41K.
WisdomTree US LargeCap Dividend Fund made up 0.08% of Arrowroot Family Office's portfolio in Q2 2026, its #151 holding.
Arrowroot Family Office first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's WisdomTree US LargeCap Dividend Fund position peaked at $987K in Q4 2023.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.