AWE
DLN icon

Avidian Wealth Enterprises’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$627K Buy
6,452
+1,585
+33% +$157K 0.02% 431
2026
Q2 		$469K Sell
4,867
-1,173
-19% -$111K 0.01% 490
2026
Q1 		$540K Buy
+6,040
New +$549K 0.02% 418

Other funds holding DLN

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Avidian Wealth Enterprises's DLN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 33% in Q3 2026, buying an estimated $157K and bringing the position to 6,452 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #431.

Avidian Wealth Enterprises first reported a position in DLN in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Avidian Wealth Enterprises held 6,452 shares of WisdomTree US LargeCap Dividend Fund worth $627K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,585 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $157K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #431 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.