FF
DLN icon

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

Fox Financial’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 		$30M Sell
311,911
-1,518
-0.5% -$143K 20.92% 1
2026
Q1 		$28M Buy
313,429
+2,045
+0.7% +$186K 22.85% 1
2025
Q4 		$27.4M Sell
311,384
-2,342
-0.7% -$205K 21.87% 1
2025
Q3 		$27.3M Sell
313,726
-1,254
-0.4% -$106K 21.73% 1
2025
Q2 		$25.9M Buy
314,980
+1,731
+0.6% +$135K 21.87% 1
2025
Q1 		$24.9M Buy
313,249
+2,568
+0.8% +$205K 23.4% 1
2024
Q4 		$24.2M Buy
310,681
+55,455
+22% +$4.42M 21.83% 1
2024
Q3 		$20.1M Buy
255,226
+1,375
+0.5% +$104K 17.48% 3
2024
Q2 		$18.5M Buy
253,851
+2,786
+1% +$198K 17.03% 3
2024
Q1 		$18.1M Sell
251,065
-1,534
-0.6% -$105K 16.42% 3
2023
Q4 		$16.8M Buy
+252,599
New +$15.9M 16.06% 3

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

Fox Financial's DLN Position: Q2 2026 in Review

Fox Financial reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.48% in Q2 2026, selling an estimated $143K and leaving 311,911 shares worth $30M. The position accounts for 20.92% of the portfolio, ranked #1.

Fox Financial first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Fox Financial held 311,911 shares of WisdomTree US LargeCap Dividend Fund worth $30M as of Q2 2026.
  • Fox Financial sold 1,518 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $143K.
  • WisdomTree US LargeCap Dividend Fund made up 20.92% of Fox Financial's portfolio in Q2 2026, its #1 holding.
  • Fox Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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