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 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

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

Farther Finance Advisors's DLN Position: Q2 2026 in Review

Farther Finance Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.1% in Q2 2026, selling an estimated $24.9K and leaving 23,352 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #684.

Farther Finance Advisors first reported a position in DLN in Q4 2022 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Farther Finance Advisors held 23,352 shares of WisdomTree US LargeCap Dividend Fund worth $2.25M as of Q2 2026.
Farther Finance Advisors sold 263 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $24.9K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #684 holding.
Farther Finance Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.