Farther Finance Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Farther Finance 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 Q3	$1.53M	Sell	15,740 -7,612	-33%	-$756K	0.01%	900
2026 Q2	$2.25M	Sell	23,352 -263	-1%	-$24.9K	0.02%	684
2026 Q1	$2.11M	Buy	23,615 +4,831	+26%	+$439K	0.02%	623
2025 Q4	$1.65M	Buy	18,784 +746	+4%	+$65.2K	0.02%	662
2025 Q3	$1.57M	Buy	18,038 +13,116	+266%	+$1.11M	0.02%	538
2025 Q2	$404K	Sell	4,922 -39	-0.8%	-$3.05K	0.01%	1008
2025 Q1	$393K	Buy	+4,961	New	+$396K	0.01%	900
2023 Q1	–	Sell	-404	Closed	-$25K	–	2369
2022 Q4	$25K	Buy	+404	New	+$24.7K	0.01%	664

Other funds holding DLN

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Farther Finance Advisors's DLN Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 33% in Q3 2026, selling an estimated $756K and leaving 15,740 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #900.

Farther Finance Advisors first reported a position in DLN in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.25M in Q2 2026. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

Farther Finance Advisors held 15,740 shares of WisdomTree US LargeCap Dividend Fund worth $1.53M as of Q3 2026.
Farther Finance Advisors sold 7,612 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $756K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #900 holding.
Farther Finance Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 8 quarters since.
Farther Finance Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.25M in Q2 2026.
30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.