Fortis Group Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Fortis Group 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	$48.2K	Hold	500	–	–	0.01%	305
2026 Q1	$44.7K	Hold	500	–	–	0.01%	305
2025 Q4	$44K	Hold	500	–	–	0.01%	308
2025 Q3	$43.5K	Hold	500	–	–	0.01%	262
2025 Q2	$41.1K	Hold	500	–	–	0.01%	253
2025 Q1	$39.7K	Hold	500	–	–	0.01%	224
2024 Q4	$38.9K	Hold	500	–	–	0.01%	225
2024 Q3	$39.3K	Hold	500	–	–	0.01%	217
2024 Q2	$36.4K	Hold	500	–	–	0.01%	217
2024 Q1	$36.1K	Sell	500 -500	-50%	-$34.3K	0.01%	237
2023 Q4	$66.4K	Buy	1,000 +500	+100%	+$31.4K	0.02%	159
2023 Q3	$30.7K	Buy	+500	New	+$31.9K	0.01%	158
2020 Q3	$24K	Buy	+500	New	+$24.3K	﹤0.01%	239

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

Fortis Group Advisors's DLN Position: Q2 2026 in Review

Fortis Group Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 500 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #305.

Fortis Group Advisors first reported a position in DLN in Q3 2020 and has held it in 13 quarters since. The position peaked at $66.4K in Q4 2023. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Fortis Group Advisors held 500 shares of WisdomTree US LargeCap Dividend Fund worth $48.2K as of Q2 2026.
Fortis Group Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #305 holding.
Fortis Group Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $66.4K in Q4 2023.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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