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Eagle Strategies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Eagle Strategies’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 		$947K Buy
9,831
+5,352
+119% +$506K 0.09% 150
2026
Q1 		$400K Buy
4,479
+592
+15% +$53.8K 0.05% 197
2025
Q4 		$342K Buy
3,887
+18
+0.5% +$1.57K 0.04% 203
2025
Q3 		$337K Sell
3,869
-86
-2% -$7.28K 0.05% 198
2025
Q2 		$325K Buy
+3,955
New +$309K 0.05% 183
2025
Q1 		– Sell
-2,907
Closed -$226K – 218
2024
Q4 		$226K Buy
2,907
+11
+0.4% +$877 0.04% 202
2024
Q3 		$227K Buy
+2,896
New +$219K 0.04% 198
2024
Q2 		– Sell
-5,689
Closed -$411K – 236
2024
Q1 		$411K Buy
+5,689
New +$391K 0.09% 178

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Eagle Strategies's DLN Position: Q2 2026 in Review

Eagle Strategies increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 119% in Q2 2026, buying an estimated $506K and bringing the position to 9,831 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #150.

Eagle Strategies first reported a position in DLN in Q1 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Eagle Strategies held 9,831 shares of WisdomTree US LargeCap Dividend Fund worth $947K as of Q2 2026.
  • Eagle Strategies bought 5,352 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $506K.
  • WisdomTree US LargeCap Dividend Fund made up 0.09% of Eagle Strategies's portfolio in Q2 2026, its #150 holding.
  • Eagle Strategies first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.