BFG
DLN icon

Beacon Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Beacon Financial Group’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 		$1.26M Hold
13,131
– – 0.11% 157
2026
Q1 		$1.17M Buy
13,131
+56
+0.4% +$5.09K 0.12% 157
2025
Q4 		$1.15M Hold
13,075
– – 0.11% 159
2025
Q3 		$1.14M Hold
13,075
– – 0.11% 162
2025
Q2 		$1.07M Hold
13,075
– – 0.11% 161
2025
Q1 		$1.04M Sell
13,075
-6,222
-32% -$496K 0.11% 158
2024
Q4 		$1.5M Sell
19,297
-1,325
-6% -$106K 0.16% 133
2024
Q3 		$1.62M Sell
20,622
-165
-0.8% -$12.5K 0.18% 133
2024
Q2 		$1.51M Sell
20,787
-2,500
-11% -$178K 0.17% 128
2024
Q1 		$1.68M Sell
23,287
-319
-1% -$21.9K 0.19% 122
2023
Q4 		$1.57M Buy
23,606
+4,346
+23% +$273K 0.19% 126
2023
Q3 		$1.23M Sell
19,260
-52
-0.3% -$3.32K 0.18% 122
2023
Q2 		$1.22M Hold
19,312
– – 0.17% 121
2023
Q1 		$1.2M Hold
19,312
– – 0.17% 123
2022
Q4 		$1.2M Hold
19,312
– – 0.16% 124
2022
Q3 		$1.08M Hold
19,312
– – 0.17% 126
2022
Q2 		$1.15M Hold
19,312
– – 0.17% 123
2022
Q1 		$1.28M Hold
19,312
– – 0.17% 123
2021
Q4 		$1.28M Hold
19,312
– – 0.17% 122
2021
Q3 		$1.17M Hold
19,312
– – 0.16% 123
2021
Q2 		$1.17M Buy
19,312
+52
+0.3% +$3.1K 0.17% 128
2021
Q1 		$1.05M Hold
19,260
– – 0.16% 124
2020
Q4 		$1.05M Hold
19,260
– – 0.16% 126
2020
Q3 		$934K Hold
19,260
– – 0.17% 119
2020
Q2 		$882K Buy
+19,260
New +$867K 0.17% 118

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

Beacon Financial Group's DLN Position: Q2 2026 in Review

Beacon Financial Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 13,131 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #157.

Beacon Financial Group first reported a position in DLN in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.68M in Q1 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Beacon Financial Group held 13,131 shares of WisdomTree US LargeCap Dividend Fund worth $1.26M as of Q2 2026.
  • Beacon Financial Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.11% of Beacon Financial Group's portfolio in Q2 2026, its #157 holding.
  • Beacon Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and has held it in 25 quarters since.
  • Beacon Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.68M in Q1 2024.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.