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
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

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

Avidian Wealth Enterprises's DLN Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 19% in Q2 2026, selling an estimated $111K and leaving 4,867 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #490.

Avidian Wealth Enterprises first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Avidian Wealth Enterprises held 4,867 shares of WisdomTree US LargeCap Dividend Fund worth $469K as of Q2 2026.
  • Avidian Wealth Enterprises sold 1,173 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $111K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #490 holding.
  • Avidian Wealth Enterprises first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's WisdomTree US LargeCap Dividend Fund position peaked at $540K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.