BRWA
DLN icon

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
+1,202
+43% +$93.9K 0.02% 674
2025
Q1 		$220K Sell
2,769
-9,060
-77% -$723K 0.01% 1112
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 -$1K – 903
2014
Q4 		$1K 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

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

B. Riley Wealth Advisors's DLN Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,277 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in DLN as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in DLN in Q2 2014 and has held it in 16 quarters since. The position peaked at $932K in Q3 2024. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • B. Riley Wealth Advisors held 2,277 shares of WisdomTree US LargeCap Dividend Fund worth $220K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #735 holding.
  • B. Riley Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and has held it in 16 quarters since.
  • B. Riley Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $932K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.