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

Clarity Wealth 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 		$330K Sell
3,429
-94
-3% -$8.88K 0.06% 88
2026
Q1 		$315K Sell
3,523
-516
-13% -$46.9K 0.06% 86
2025
Q4 		$356K Buy
+4,039
New +$353K 0.07% 79

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Clarity Wealth Advisors's DLN Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.7% in Q2 2026, selling an estimated $8.88K and leaving 3,429 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #88.

Clarity Wealth Advisors first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 229 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Clarity Wealth Advisors held 3,429 shares of WisdomTree US LargeCap Dividend Fund worth $330K as of Q2 2026.
  • Clarity Wealth Advisors sold 94 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $8.88K.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of Clarity Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Clarity Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Clarity Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $356K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.