Dixon Fnancial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dixon Fnancial Services’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	$281K	Buy	2,917 +14	+0.5%	+$1.32K	0.11%	41
2026 Q1	$259K	Buy	2,903 +12	+0.4%	+$1.09K	0.12%	37
2025 Q4	$255K	Buy	2,891 +15	+0.5%	+$1.31K	0.11%	40
2025 Q3	$250K	Buy	2,876 +14	+0.5%	+$1.19K	0.11%	42
2025 Q2	$235K	Buy	2,862 +16	+0.6%	+$1.25K	0.12%	38
2025 Q1	$226K	Buy	2,846 +13	+0.5%	+$1.04K	0.12%	37
2024 Q4	$220K	Buy	2,833 +15	+0.5%	+$1.2K	0.12%	37
2024 Q3	$221K	Buy	2,818 +14	+0.5%	+$1.06K	0.12%	36
2024 Q2	$204K	Buy	2,804 +17	+0.6%	+$1.21K	0.11%	36
2024 Q1	$201K	Buy	+2,787	New	+$191K	0.11%	36

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Dixon Fnancial Services's DLN Position: Q2 2026 in Review

Dixon Fnancial Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.48% in Q2 2026, buying an estimated $1.32K and bringing the position to 2,917 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #41.

Dixon Fnancial Services first reported a position in DLN in Q1 2024 and has held it in 10 quarters since. 296 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Dixon Fnancial Services held 2,917 shares of WisdomTree US LargeCap Dividend Fund worth $281K as of Q2 2026.
Dixon Fnancial Services bought 14 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.32K.
WisdomTree US LargeCap Dividend Fund made up 0.11% of Dixon Fnancial Services's portfolio in Q2 2026, its #41 holding.
Dixon Fnancial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
296 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.