DHJJ Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

DHJJ Financial 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	$1.16K	Hold	12	–	–	﹤0.01%	803
2026 Q1	$1.07K	Hold	12	–	–	﹤0.01%	805
2025 Q4	$1.06K	Hold	12	–	–	﹤0.01%	774
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	753
2025 Q2	$986	Hold	12	–	–	﹤0.01%	737
2025 Q1	$953	Hold	12	–	–	﹤0.01%	694
2024 Q4	$934	Hold	12	–	–	﹤0.01%	666
2024 Q3	$943	Hold	12	–	–	﹤0.01%	648
2024 Q2	$873	Hold	12	–	–	﹤0.01%	610
2024 Q1	$867	Hold	12	–	–	﹤0.01%	598
2023 Q4	$797	Hold	12	–	–	﹤0.01%	589
2023 Q3	$738	Buy	+12	New	+$766	﹤0.01%	592

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

DHJJ Financial Advisors's DLN Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 12 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

DHJJ Financial Advisors first reported a position in DLN in Q3 2023 and has held it in 12 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

DHJJ Financial Advisors held 12 shares of WisdomTree US LargeCap Dividend Fund worth $1.16K as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #803 holding.
DHJJ Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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