B. Riley Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

B. Riley Wealth Advisors’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	$220K	Buy	+2,277	New	+$215K	0.01%	735
2026 Q1	–	Sell	-2,286	Closed	-$201K	–	950
2025 Q4	$201K	Buy	+2,286	New	+$200K	0.01%	872
2025 Q3	–	Sell	-3,971	Closed	-$326K	–	1099
2025 Q2	$326K	Buy	+3,971	New	+$310K	0.02%	674
2024 Q4	$920K	Sell	11,829 -88	-0.7%	-$7.02K	0.03%	472
2024 Q3	$932K	Buy	11,917 +671	+6%	+$50.6K	0.03%	520
2024 Q2	$818K	Buy	11,246 +2,010	+22%	+$143K	0.02%	607
2024 Q1	$568K	Sell	9,236 -281	-3%	-$19.3K	0.02%	732
2023 Q4	$632K	Buy	9,517 +281	+3%	+$17.7K	0.02%	702
2023 Q3	$568K	Buy	9,236 +132	+1%	+$8.42K	0.02%	732
2023 Q2	$579K	Sell	9,104 -595	-6%	-$36.9K	0.01%	787
2023 Q1	$600K	Sell	9,699 -1,945	-17%	-$121K	0.02%	732
2022 Q4	$721K	Buy	11,644 +902	+8%	+$55.1K	0.02%	656
2022 Q3	$594K	Buy	+10,742	New	+$651K	0.02%	678
2015 Q1	–	Sell	-40	Closed	-$1	–	905
2014 Q4	$1	Buy	+40	New	+$1.45K	﹤0.01%	3535
2014 Q3	–	Sell	-40	Closed	-$1.42K	–	928
2014 Q2	$1.42K	Buy	+40	New	+$1.38K	﹤0.01%	2268

Other funds holding DLN

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return