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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centennial Wealth Advisory's DLN Position: Q2 2026 in Review

Centennial Wealth Advisory increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 9.9% in Q2 2026, buying an estimated $581K and bringing the position to 68,419 shares worth $6.59M. The position accounts for 1.42% of the portfolio, ranked #19.

Centennial Wealth Advisory first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Centennial Wealth Advisory held 68,419 shares of WisdomTree US LargeCap Dividend Fund worth $6.59M as of Q2 2026.
Centennial Wealth Advisory bought 6,145 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $581K.
WisdomTree US LargeCap Dividend Fund made up 1.42% of Centennial Wealth Advisory's portfolio in Q2 2026, its #19 holding.
Centennial Wealth Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.