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

EverSource 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	$468K	Sell	4,859 -2,160	-31%	-$204K	0.02%	580
2026 Q1	$627K	Sell	7,019 -740	-10%	-$67.3K	0.02%	514
2025 Q4	$683K	Sell	7,759 -60	-0.8%	-$5.24K	0.03%	436
2025 Q3	$680K	Sell	7,819 -10	-0.1%	-$846	0.03%	405
2025 Q2	$643K	Sell	7,829 -1,127	-13%	-$88K	0.03%	380
2025 Q1	$711K	Hold	8,956	–	–	0.04%	312
2024 Q4	$697K	Sell	8,956 -840	-9%	-$67K	0.04%	304
2024 Q3	$770K	Buy	9,796 +1,331	+16%	+$100K	0.05%	260
2024 Q2	$637K	Hold	8,465	–	–	0.04%	279
2024 Q1	$586K	Buy	8,465 +62	+0.7%	+$4.26K	0.05%	244
2023 Q4	$558K	Sell	8,403 -400	-5%	-$25.1K	0.05%	232
2023 Q3	$541K	Hold	8,803	–	–	0.06%	220
2023 Q2	$560K	Hold	8,803	–	–	0.06%	219
2023 Q1	$545K	Buy	8,803 +180	+2%	+$11.2K	0.07%	208
2022 Q4	$534K	Buy	+8,623	New	+$526K	0.08%	188

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

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

EverSource Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 31% in Q2 2026, selling an estimated $204K and leaving 4,859 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #580.

EverSource Wealth Advisors first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $770K in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

EverSource Wealth Advisors held 4,859 shares of WisdomTree US LargeCap Dividend Fund worth $468K as of Q2 2026.
EverSource Wealth Advisors sold 2,160 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $204K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #580 holding.
EverSource Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $770K in Q3 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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