Heritage Oak Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Heritage Oak Wealth 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	$591K	Buy	6,131 +56	+0.9%	+$5.29K	0.17%	49
2026 Q1	$543K	Buy	6,075 +715	+13%	+$65K	0.17%	39
2025 Q4	$472K	Buy	5,360 +492	+10%	+$43K	0.17%	51
2025 Q3	$424K	Sell	4,868 -241	-5%	-$20.4K	0.15%	53
2025 Q2	$420K	Sell	5,109 -910	-15%	-$71.1K	0.16%	52
2025 Q1	$478K	Sell	6,019 -1,612	-21%	-$129K	0.21%	45
2024 Q4	$594K	Buy	+7,631	New	+$608K	0.28%	38
2024 Q3	–	Sell	-10,117	Closed	-$736K	–	168
2024 Q2	$736K	Buy	+10,117	New	+$720K	0.37%	38

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Heritage Oak Wealth Advisors's DLN Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.92% in Q2 2026, buying an estimated $5.29K and bringing the position to 6,131 shares worth $591K. The position accounts for 0.17% of the portfolio, ranked #49.

Heritage Oak Wealth Advisors first reported a position in DLN in Q2 2024 and has held it in 8 quarters since. The position peaked at $736K in Q2 2024. 149 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Heritage Oak Wealth Advisors held 6,131 shares of WisdomTree US LargeCap Dividend Fund worth $591K as of Q2 2026.
Heritage Oak Wealth Advisors bought 56 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $5.29K.
WisdomTree US LargeCap Dividend Fund made up 0.17% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Heritage Oak Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $736K in Q2 2024.
149 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.