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Capital Advisors Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Capital Advisors Wealth Management’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 		$821K Buy
8,527
+18
+0.2% +$1.7K 0.1% 117
2026
Q1 		$760K Sell
8,509
-84
-1% -$7.64K 0.1% 113
2025
Q4 		$757K Buy
8,593
+23
+0.3% +$2.01K 0.1% 104
2025
Q3 		$746K Sell
8,570
-66
-0.8% -$5.58K 0.11% 100
2025
Q2 		$709K Buy
8,636
+26
+0.3% +$2.03K 0.11% 96
2025
Q1 		$683K Buy
8,610
+20
+0.2% +$1.6K 0.12% 84
2024
Q4 		$668K Buy
8,590
+27
+0.3% +$2.15K 0.12% 83
2024
Q3 		$673K Buy
8,563
+27
+0.3% +$2.04K 0.12% 80
2024
Q2 		$621K Buy
8,536
+29
+0.3% +$2.06K 0.12% 76
2024
Q1 		$614K Buy
8,507
+23
+0.3% +$1.58K 0.13% 76
2023
Q4 		$563K Sell
8,484
-812
-9% -$51K 0.13% 76
2023
Q3 		$572K Buy
9,296
+736
+9% +$47K 0.15% 75
2023
Q2 		$544K Buy
8,560
+36
+0.4% +$2.23K 0.14% 77
2023
Q1 		$527K Buy
8,524
+34
+0.4% +$2.11K 0.15% 76
2022
Q4 		$526K Buy
8,490
+411
+5% +$25.1K 0.16% 67
2022
Q3 		$446K Buy
8,079
+87
+1% +$5.28K 0.15% 72
2022
Q2 		$472K Buy
7,992
+86
+1% +$5.41K 0.15% 71
2022
Q1 		$520K Buy
7,906
+204
+3% +$13.2K 0.16% 68
2021
Q4 		$509K Sell
7,702
-226
-3% -$14.3K 0.15% 66
2021
Q3 		$473K Buy
7,928
+146
+2% +$8.99K 0.17% 67
2021
Q2 		$468K Buy
7,782
+2,024
+35% +$121K 0.17% 63
2021
Q1 		$330K Buy
+5,758
New +$317K 0.14% 67

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

Capital Advisors Wealth Management's DLN Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.21% in Q2 2026, buying an estimated $1.7K and bringing the position to 8,527 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #117.

Capital Advisors Wealth Management first reported a position in DLN in Q1 2021 and has held it in 22 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Capital Advisors Wealth Management held 8,527 shares of WisdomTree US LargeCap Dividend Fund worth $821K as of Q2 2026.
  • Capital Advisors Wealth Management bought 18 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.7K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Capital Advisors Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.