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 Q3	$7.48M	Buy	76,990 +8,571	+13%	+$851K	1.54%	19
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 $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Centennial Wealth Advisory's DLN Position: Q3 2026 in Review

Centennial Wealth Advisory increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 13% in Q3 2026, buying an estimated $851K and bringing the position to 76,990 shares worth $7.48M. The position accounts for 1.54% of the portfolio, ranked #19.

Centennial Wealth Advisory first reported a position in DLN in Q4 2024 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Centennial Wealth Advisory held 76,990 shares of WisdomTree US LargeCap Dividend Fund worth $7.48M as of Q3 2026.
Centennial Wealth Advisory bought 8,571 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $851K.
WisdomTree US LargeCap Dividend Fund made up 1.54% of Centennial Wealth Advisory's portfolio in Q3 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 8 quarters since.
122 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.