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

Etesian 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	$5.03M	Sell	52,179 -4,237	-8%	-$400K	1.49%	21
2026 Q1	$5.04M	Buy	56,416 +7,794	+16%	+$709K	1.61%	17
2025 Q4	$4.28M	Buy	48,622 +7,113	+17%	+$621K	1.34%	20
2025 Q3	$3.61M	Buy	41,509 +9,142	+28%	+$774K	1.19%	22
2025 Q2	$2.66M	Buy	32,367 +12,545	+63%	+$980K	0.99%	26
2025 Q1	$1.57M	Buy	19,822 +4,735	+31%	+$378K	0.68%	44
2024 Q4	$1.17M	Buy	15,087 +11,568	+329%	+$922K	0.52%	61
2024 Q3	$276K	Buy	+3,519	New	+$266K	0.13%	129

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

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

Etesian Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.5% in Q2 2026, selling an estimated $400K and leaving 52,179 shares worth $5.03M. The position accounts for 1.49% of the portfolio, ranked #21.

Etesian Wealth Advisors first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.04M in Q1 2026. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Etesian Wealth Advisors held 52,179 shares of WisdomTree US LargeCap Dividend Fund worth $5.03M as of Q2 2026.
Etesian Wealth Advisors sold 4,237 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $400K.
WisdomTree US LargeCap Dividend Fund made up 1.49% of Etesian Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Etesian Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Etesian Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $5.04M in Q1 2026.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.