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Ashton Thomas Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ashton Thomas Private Wealth’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 		$1.26M Sell
13,070
-14,186
-52% -$1.34M 0.03% 496
2026
Q1 		$2.43M Sell
27,256
-12
-0% -$1.09K 0.06% 319
2025
Q4 		$2.4M Buy
27,268
+2,768
+11% +$242K 0.06% 304
2025
Q3 		$2.13M Buy
24,500
+524
+2% +$44.3K 0.06% 314
2025
Q2 		$1.97M Buy
23,976
+7,121
+42% +$556K 0.07% 287
2025
Q1 		$1.34M Buy
16,855
+51
+0.3% +$4.07K 0.05% 323
2024
Q4 		$1.31M Buy
16,804
+324
+2% +$25.8K 0.05% 333
2024
Q3 		$1.29M Buy
16,480
+1,051
+7% +$79.3K 0.07% 269
2024
Q2 		$1.12M Buy
15,429
+349
+2% +$24.8K 0.06% 290
2024
Q1 		$1.09M Sell
15,080
-287
-2% -$19.7K 0.06% 289
2023
Q4 		$1.02M Sell
15,367
-3,047
-17% -$191K 0.06% 292
2023
Q3 		$1.13M Buy
18,414
+670
+4% +$42.8K 0.08% 260
2023
Q2 		$1.13M Sell
17,744
-1,006
-5% -$62.4K 0.09% 242
2023
Q1 		$1.16M Buy
18,750
+2,280
+14% +$142K 0.1% 227
2022
Q4 		$1.02M Buy
16,470
+8,469
+106% +$517K 0.1% 232
2022
Q3 		$442K Buy
+8,001
New +$485K 0.05% 334
2019
Q3 		– Sell
-37,028
Closed -$1.79M – 187
2019
Q2 		$1.79M Buy
+37,028
New +$1.77M 0.69% 40

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

Ashton Thomas Private Wealth's DLN Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 52% in Q2 2026, selling an estimated $1.34M and leaving 13,070 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #496.

Ashton Thomas Private Wealth first reported a position in DLN in Q2 2019 and has held it in 17 quarters since. The position peaked at $2.43M in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Ashton Thomas Private Wealth held 13,070 shares of WisdomTree US LargeCap Dividend Fund worth $1.26M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 14,186 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.34M.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #496 holding.
  • Ashton Thomas Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and has held it in 17 quarters since.
  • Ashton Thomas Private Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $2.43M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.