FFA
DLN icon

Founders Financial Alliance’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Founders Financial Alliance’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 		$541K Sell
5,621
-13,624
-71% -$1.29M 0.07% 228
2026
Q1 		$1.72M Sell
19,245
-802
-4% -$72.9K 0.31% 75
2025
Q4 		$1.77M Sell
20,047
-460
-2% -$40.2K 0.33% 69
2025
Q3 		$1.78M Sell
20,507
-1,345
-6% -$114K 0.34% 72
2025
Q2 		$1.79M Sell
21,852
-207
-0.9% -$16.2K 0.41% 56
2025
Q1 		$1.75M Buy
22,059
+2,023
+10% +$161K 0.42% 51
2024
Q4 		$1.56M Buy
20,036
+264
+1% +$21.1K 0.43% 51
2024
Q3 		$1.55M Sell
19,772
-2,419
-11% -$183K 0.43% 48
2024
Q2 		$1.61M Buy
22,191
+5,110
+30% +$364K 0.48% 44
2024
Q1 		$1.23M Buy
17,081
+9,541
+127% +$655K 0.37% 67
2023
Q4 		$501K Buy
7,540
+4
+0.1% +$251 0.19% 109
2023
Q3 		$463K Buy
7,536
+4
+0.1% +$255 0.2% 106
2023
Q2 		$479K Buy
7,532
+3
+0% +$186 0.19% 113
2023
Q1 		$466K Buy
7,529
+4
+0.1% +$248 0.23% 103
2022
Q4 		$466K Buy
7,525
+4
+0.1% +$244 0.21% 108
2022
Q3 		$416K Buy
7,521
+4
+0.1% +$243 0.21% 108
2022
Q2 		$444K Buy
7,517
+4
+0.1% +$251 0.23% 101
2022
Q1 		$494K Buy
7,513
+327
+5% +$21.2K 0.22% 107
2021
Q4 		$475K Buy
7,186
+286
+4% +$18.1K 0.19% 117
2021
Q3 		$411K Buy
6,900
+1,952
+39% +$120K 0.19% 121
2021
Q2 		$298K Buy
4,948
+62
+1% +$3.7K 0.14% 173
2021
Q1 		$290K Buy
4,886
+1,214
+33% +$66.8K 0.14% 167
2020
Q4 		$198K Hold
3,672
– – 0.11% 192
2020
Q3 		$179K Buy
+3,672
New +$178K 0.11% 176

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Financial Alliance's DLN Position: Q2 2026 in Review

Founders Financial Alliance reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 71% in Q2 2026, selling an estimated $1.29M and leaving 5,621 shares worth $541K. The position accounts for 0.07% of the portfolio, ranked #228.

Founders Financial Alliance first reported a position in DLN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q2 2025. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Founders Financial Alliance held 5,621 shares of WisdomTree US LargeCap Dividend Fund worth $541K as of Q2 2026.
  • Founders Financial Alliance sold 13,624 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.29M.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #228 holding.
  • Founders Financial Alliance first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's WisdomTree US LargeCap Dividend Fund position peaked at $1.79M in Q2 2025.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.