Centennial Wealth Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Centennial Wealth Advisory’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	$6.59M	Buy	68,419 +6,145	+10%	+$581K	1.42%	19
2026 Q1	$5.56M	Buy	62,274 +33,797	+119%	+$3.07M	1.35%	21
2025 Q4	$2.51M	Buy	28,477 +2,783	+11%	+$243K	0.66%	31
2025 Q3	$2.24M	Buy	25,694 +8,672	+51%	+$734K	0.62%	32
2025 Q2	$1.4M	Buy	17,022 +8,841	+108%	+$691K	0.44%	37
2025 Q1	$649K	Buy	8,181 +4,334	+113%	+$346K	0.24%	53
2024 Q4	$299K	Buy	+3,847	New	+$307K	0.12%	117

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

TopTier Wealth Management Muskego, Wisconsin $166M AUM

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return