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

Frazier Financial 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	$554K	Sell	5,754 -501	-8%	-$47.3K	0.28%	35
2026 Q1	$559K	Buy	6,255 +24	+0.4%	+$2.18K	0.31%	33
2025 Q4	$549K	Hold	6,231	–	–	0.33%	32
2025 Q3	$542K	Hold	6,231	–	–	0.33%	31
2025 Q2	$512K	Hold	6,231	–	–	0.36%	31
2025 Q1	$495K	Hold	6,231	–	–	0.38%	29
2024 Q4	$484K	Hold	6,231	–	–	0.38%	29
2024 Q3	$490K	Hold	6,231	–	–	0.38%	30
2024 Q2	$453K	Sell	6,231 -2,167	-26%	-$154K	0.36%	33
2024 Q1	$606K	Buy	8,398 +3	+0%	+$206	0.5%	25
2023 Q4	$557K	Buy	+8,395	New	+$527K	0.48%	26

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

Frazier Financial Advisors's DLN Position: Q2 2026 in Review

Frazier Financial Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8% in Q2 2026, selling an estimated $47.3K and leaving 5,754 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #35.

Frazier Financial Advisors first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q1 2024. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Frazier Financial Advisors held 5,754 shares of WisdomTree US LargeCap Dividend Fund worth $554K as of Q2 2026.
Frazier Financial Advisors sold 501 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $47.3K.
WisdomTree US LargeCap Dividend Fund made up 0.28% of Frazier Financial Advisors's portfolio in Q2 2026, its #35 holding.
Frazier Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $606K in Q1 2024.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.