Avantax Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.74M	Buy	33,339 +1,621	+5%	+$127K	0.02%	658
2025 Q1	$2.52M	Buy	31,718 +1,882	+6%	+$150K	0.02%	652
2024 Q4	$2.32M	Buy	29,836 +593	+2%	+$47.3K	0.01%	650
2024 Q3	$2.3M	Sell	29,243 -977	-3%	-$73.7K	0.02%	635
2024 Q2	$2.2M	Sell	30,220 -4,593	-13%	-$327K	0.02%	629
2024 Q1	$2.51M	Sell	34,813 -4,135	-11%	-$284K	0.02%	483
2023 Q4	$2.59M	Sell	38,948 -548	-1%	-$34.4K	0.03%	436
2023 Q3	$2.43M	Sell	39,496 -52	-0.1%	-$3.32K	0.03%	407
2023 Q2	$2.52M	Sell	39,548 -19,369	-33%	-$1.2M	0.03%	391
2023 Q1	$3.64M	Buy	58,917 +9,972	+20%	+$619K	0.04%	306
2022 Q4	$3.03M	Buy	48,945 +20,874	+74%	+$1.27M	0.04%	331
2022 Q3	$1.55M	Sell	28,071 -854	-3%	-$51.8K	0.02%	433
2022 Q2	$1.71M	Buy	28,925 +98	+0.3%	+$6.16K	0.03%	413
2022 Q1	$1.9M	Sell	28,827 -546	-2%	-$35.4K	0.03%	387
2021 Q4	$1.94M	Buy	29,373 +545	+2%	+$34.5K	0.03%	374
2021 Q3	$1.72M	Sell	28,828 -2,014	-7%	-$124K	0.03%	370
2021 Q2	$1.85M	Sell	30,842 -1,780	-5%	-$106K	0.03%	346
2021 Q1	$1.87M	Sell	32,622 -89,194	-73%	-$4.91M	0.04%	302
2020 Q4	$6.55M	Sell	121,816 -64,698	-35%	-$3.31M	0.16%	105
2020 Q3	$9.05M	Buy	186,514 +70,980	+61%	+$3.45M	0.15%	120
2020 Q2	$5.36M	Sell	115,534 -35,306	-23%	-$1.59M	0.15%	107
2020 Q1	$6.1M	Buy	150,840 +13,424	+10%	+$657K	0.18%	87
2019 Q4	$7.28M	Buy	137,416 +19,774	+17%	+$1.01M	0.17%	82
2019 Q3	$5.82M	Buy	117,642 +87,394	+289%	+$4.26M	0.24%	54
2019 Q2	$1.47M	Buy	30,248 +1,972	+7%	+$94.1K	0.06%	145
2019 Q1	$1.33M	Sell	28,276 -558	-2%	-$25.4K	0.07%	147
2018 Q4	$1.22M	Buy	+28,834	New	+$1.31M	0.2%	115

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Avantax Advisory Services's DLN Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.1% in Q2 2025, buying an estimated $127K and bringing the position to 33,339 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #658.

Avantax Advisory Services first reported a position in DLN in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.05M in Q3 2020. 433 funds tracked by Wall St. Rank hold DLN as of Q2 2025.

Avantax Advisory Services held 33,339 shares of WisdomTree US LargeCap Dividend Fund worth $2.74M as of Q2 2025.
Avantax Advisory Services bought 1,621 WisdomTree US LargeCap Dividend Fund shares in Q2 2025, an estimated $127K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #658 holding.
Avantax Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $9.05M in Q3 2020.
433 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.