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 Q2	$4.99M	Buy	51,822 +37,288	+257%	+$3.52M	1.12%	27
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 $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

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

Flagship Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 257% in Q2 2026, buying an estimated $3.52M and bringing the position to 51,822 shares worth $4.99M. The position accounts for 1.12% of the portfolio, ranked #27.

Flagship Wealth Advisors first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Flagship Wealth Advisors held 51,822 shares of WisdomTree US LargeCap Dividend Fund worth $4.99M as of Q2 2026.
Flagship Wealth Advisors bought 37,288 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.52M.
WisdomTree US LargeCap Dividend Fund made up 1.12% of Flagship Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Flagship Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.