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Ausdal Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ausdal Financial Partners’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 		$2.48M Sell
25,753
-197
-0.8% -$18.6K 0.1% 218
2026
Q1 		$2.32M Sell
25,950
-1,214
-4% -$110K 0.1% 204
2025
Q4 		$2.39M Sell
27,164
-1,543
-5% -$135K 0.11% 194
2025
Q3 		$2.5M Buy
28,707
+153
+0.5% +$12.9K 0.12% 182
2025
Q2 		$2.35M Sell
28,554
-515
-2% -$40.2K 0.16% 145
2025
Q1 		$2.31M Sell
29,069
-499
-2% -$39.8K 0.17% 131
2024
Q4 		$2.3M Sell
29,568
-188
-0.6% -$15K 0.2% 116
2024
Q3 		$2.34M Buy
29,756
+2,176
+8% +$164K 0.24% 97
2024
Q2 		$2.01M Sell
27,580
-4,010
-13% -$285K 0.21% 107
2024
Q1 		$2.28M Sell
31,590
-397
-1% -$27.3K 0.26% 93
2023
Q4 		$2.12M Sell
31,987
-2,452
-7% -$154K 0.26% 91
2023
Q3 		$2.12M Sell
34,439
-5,402
-14% -$345K 0.29% 87
2023
Q2 		$2.53M Sell
39,841
-113
-0.3% -$7.01K 0.34% 72
2023
Q1 		$2.47M Sell
39,954
-1,342
-3% -$83.3K 0.34% 70
2022
Q4 		$2.56M Buy
41,296
+2,034
+5% +$124K 0.37% 66
2022
Q3 		$2.17M Sell
39,262
-1,352
-3% -$82K 0.34% 71
2022
Q2 		$2.4M Sell
40,614
-74
-0.2% -$4.65K 0.36% 81
2022
Q1 		$2.67M Sell
40,688
-371
-0.9% -$24K 0.36% 73
2021
Q4 		$2.71M Buy
41,059
+39
+0.1% +$2.47K 0.36% 78
2021
Q3 		$2.45M Buy
41,020
+900
+2% +$55.4K 0.36% 78
2021
Q2 		$2.41M Buy
40,120
+3,258
+9% +$194K 0.37% 81
2021
Q1 		$2.11M Buy
36,862
+9,714
+36% +$534K 0.36% 81
2020
Q4 		$1.46M Buy
27,148
+3,680
+16% +$188K 0.28% 105
2020
Q3 		$1.14M Buy
23,468
+10,378
+79% +$504K 0.28% 105
2020
Q2 		$608K Buy
13,090
+2,436
+23% +$110K 0.2% 124
2020
Q1 		$468K Sell
10,654
-6,002
-36% -$294K 0.17% 143
2019
Q4 		$878K Buy
16,656
+8,618
+107% +$439K 0.26% 107
2019
Q3 		$398K Buy
+8,038
New +$392K 0.14% 190
2017
Q4 		– Sell
-7,750
Closed -$337K – 360
2017
Q3 		$337K Buy
+7,750
New +$330K 0.13% 201
2016
Q1 		– Sell
-70
Closed -$2K – 401
2015
Q4 		$2K Buy
+70
New +$2.51K ﹤0.01% 1208

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

Ausdal Financial Partners's DLN Position: Q2 2026 in Review

Ausdal Financial Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.76% in Q2 2026, selling an estimated $18.6K and leaving 25,753 shares worth $2.48M. The position accounts for 0.1% of the portfolio, ranked #218.

Ausdal Financial Partners first reported a position in DLN in Q4 2015 and has held it in 30 quarters since. The position peaked at $2.71M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Ausdal Financial Partners held 25,753 shares of WisdomTree US LargeCap Dividend Fund worth $2.48M as of Q2 2026.
  • Ausdal Financial Partners sold 197 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $18.6K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Ausdal Financial Partners's portfolio in Q2 2026, its #218 holding.
  • Ausdal Financial Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and has held it in 30 quarters since.
  • Ausdal Financial Partners's WisdomTree US LargeCap Dividend Fund position peaked at $2.71M in Q4 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.