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

Flagship 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 Q1	$1.19M	Sell	14,534 -14,044	-49%	-$1.28M	0.51%	34
2025 Q4	$2.52M	Buy	28,578 +9,704	+51%	+$847K	0.73%	34
2025 Q3	$1.64M	Sell	18,874 -660	-3%	-$55.9K	0.54%	34
2025 Q2	$1.6M	Sell	19,534 -11,000	-36%	-$859K	0.6%	33
2025 Q1	$2.42M	Buy	+30,534	New	+$2.44M	1.02%	27

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Flagship Wealth Advisors's DLN Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 49% in Q1 2026, selling an estimated $1.28M and leaving 14,534 shares worth $1.19M. The position accounts for 0.51% of the portfolio, ranked #34.

Flagship Wealth Advisors first reported a position in DLN in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q4 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Flagship Wealth Advisors held 14,534 shares of WisdomTree US LargeCap Dividend Fund worth $1.19M as of Q1 2026.
Flagship Wealth Advisors sold 14,044 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $1.28M.
WisdomTree US LargeCap Dividend Fund made up 0.51% of Flagship Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Flagship Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
Flagship Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.52M in Q4 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.