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Benedict Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Benedict Financial 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 		$692K Buy
7,186
+3
+0% +$283 0.13% 105
2026
Q1 		$642K Sell
7,183
-880
-11% -$80K 0.13% 105
2025
Q4 		$710K Buy
8,063
+2
+0% +$175 0.15% 103
2025
Q3 		$702K Buy
8,061
+2
+0% +$169 0.15% 104
2025
Q2 		$662K Buy
8,059
+3
+0% +$234 0.15% 101
2025
Q1 		$639K Sell
8,056
-80
-1% -$6.38K 0.15% 102
2024
Q4 		$633K Buy
8,136
+3
+0% +$239 0.15% 100
2024
Q3 		$639K Sell
8,133
-48
-0.6% -$3.62K 0.15% 102
2024
Q2 		$595K Hold
8,181
– – 0.15% 101
2024
Q1 		$591K Hold
8,181
– – 0.15% 105
2023
Q4 		$543K Hold
8,181
– – 0.15% 103
2023
Q3 		$503K Hold
8,181
– – 0.15% 103
2023
Q2 		$520K Hold
8,181
– – 0.14% 100
2023
Q1 		$506K Hold
8,181
– – 0.14% 101
2022
Q4 		$507K Hold
8,181
– – 0.15% 96
2022
Q3 		$452K Sell
8,181
-406
-5% -$24.6K 0.14% 101
2022
Q2 		$507K Hold
8,587
– – 0.15% 100
2022
Q1 		$564K Buy
8,587
+149
+2% +$9.65K 0.15% 100
2021
Q4 		$557K Hold
8,438
– – 0.15% 99
2021
Q3 		$503K Sell
8,438
-612
-7% -$37.7K 0.14% 103
2021
Q2 		$544K Sell
9,050
-586
-6% -$34.9K 0.15% 101
2021
Q1 		$552K Buy
+9,636
New +$530K 0.16% 100

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Benedict Financial Advisors's DLN Position: Q2 2026 in Review

Benedict Financial Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.04% in Q2 2026, buying an estimated $283 and bringing the position to 7,186 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #105.

Benedict Financial Advisors first reported a position in DLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $710K in Q4 2025. 75 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Benedict Financial Advisors held 7,186 shares of WisdomTree US LargeCap Dividend Fund worth $692K as of Q2 2026.
  • Benedict Financial Advisors bought 3 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $283.
  • WisdomTree US LargeCap Dividend Fund made up 0.13% of Benedict Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Benedict Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • Benedict Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $710K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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