Dynamic Advisor Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Dynamic Advisor Solutions’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	$1.07M	Sell	11,008 -285	-3%	-$28.3K	0.03%	450
2026 Q2	$1.09M	Buy	11,293 +764	+7%	+$72.2K	0.03%	469
2026 Q1	$941K	Sell	10,529 -726	-6%	-$66K	0.03%	480
2025 Q4	$991K	Buy	11,255 +932	+9%	+$81.4K	0.03%	460
2025 Q3	$898K	Buy	10,323 +173	+2%	+$14.6K	0.03%	490
2025 Q2	$834K	Sell	10,150 -22	-0.2%	-$1.72K	0.03%	491
2025 Q1	$807K	Buy	+10,172	New	+$812K	0.03%	472
2024 Q4	–	Sell	-9,812	Closed	-$771K	–	699
2024 Q3	$771K	Buy	9,812 +1,168	+14%	+$88.1K	0.02%	518
2024 Q2	$629K	Buy	8,644 +1,375	+19%	+$97.8K	0.02%	571
2024 Q1	$525K	Buy	7,269 +508	+8%	+$34.9K	0.02%	590
2023 Q4	$448K	Buy	+6,761	New	+$425K	0.02%	597
2023 Q2	–	Sell	-3,567	Closed	-$221K	–	816
2023 Q1	$221K	Buy	+3,567	New	+$221K	0.01%	674

Other funds holding DLN

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

LKWM

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

TWM

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

MWP

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

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Dynamic Advisor Solutions's DLN Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.5% in Q3 2026, selling an estimated $28.3K and leaving 11,008 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #450.

Dynamic Advisor Solutions first reported a position in DLN in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2026. 90 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Dynamic Advisor Solutions held 11,008 shares of WisdomTree US LargeCap Dividend Fund worth $1.07M as of Q3 2026.
Dynamic Advisor Solutions sold 285 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $28.3K.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #450 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 12 quarters since.
Dynamic Advisor Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $1.09M in Q2 2026.
90 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.