FF
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Frankly Finances’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Frankly Finances’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 		$124K Hold
1,290
– – 0.1% 52
2026
Q1 		$115K Hold
1,290
– – 0.1% 48
2025
Q4 		$114K Buy
+1,290
New +$113K 0.11% 46

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Frankly Finances's DLN Position: Q2 2026 in Review

Frankly Finances held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,290 shares worth $124K. The position accounts for 0.1% of the portfolio, ranked #52.

Frankly Finances first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Frankly Finances held 1,290 shares of WisdomTree US LargeCap Dividend Fund worth $124K as of Q2 2026.
  • Frankly Finances left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Frankly Finances's portfolio in Q2 2026, its #52 holding.
  • Frankly Finances first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.