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DLN icon

Avant Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Avant Capital’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 		$3.71M Buy
38,502
+736
+2% +$69.6K 2.32% 16
2026
Q1 		$3.37M Sell
37,766
-2,095
-5% -$190K 2.37% 17
2025
Q4 		$3.51M Buy
39,861
+2,693
+7% +$235K 2.41% 17
2025
Q3 		$3.23M Buy
37,168
+3,072
+9% +$260K 2.28% 17
2025
Q2 		$2.8M Buy
34,096
+2,047
+6% +$160K 2.17% 18
2025
Q1 		$2.54M Buy
32,049
+1,995
+7% +$159K 2.12% 18
2024
Q4 		$2.34M Buy
+30,054
New +$2.4M 1.94% 20
2023
Q3 		$1.5M Buy
24,386
+1,516
+7% +$96.7K 1.71% 20
2023
Q2 		$1.45M Buy
22,870
+2,599
+13% +$161K 1.61% 21
2023
Q1 		$1.25M Buy
20,271
+3,636
+22% +$226K 1.45% 24
2022
Q4 		$1.03M Sell
16,635
-295
-2% -$18K 1.26% 26
2022
Q3 		$936K Buy
16,930
+75
+0.4% +$4.55K 1.26% 28
2022
Q2 		$996K Buy
16,855
+74
+0.4% +$4.65K 1.29% 26
2022
Q1 		$1.1M Buy
16,781
+119
+0.7% +$7.71K 1.23% 26
2021
Q4 		$1.1M Buy
+16,662
New +$1.05M 1.21% 26

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

Avant Capital's DLN Position: Q2 2026 in Review

Avant Capital increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.9% in Q2 2026, buying an estimated $69.6K and bringing the position to 38,502 shares worth $3.71M. The position accounts for 2.32% of the portfolio, ranked #16.

Avant Capital first reported a position in DLN in Q4 2021 and has held it in 15 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Avant Capital held 38,502 shares of WisdomTree US LargeCap Dividend Fund worth $3.71M as of Q2 2026.
  • Avant Capital bought 736 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $69.6K.
  • WisdomTree US LargeCap Dividend Fund made up 2.32% of Avant Capital's portfolio in Q2 2026, its #16 holding.
  • Avant Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 15 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.