High Net Worth Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

High Net Worth Advisory Group’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	$890K	Sell	9,240 -1,600	-15%	-$151K	0.19%	114
2026 Q1	$968K	Sell	10,840 -1,740	-14%	-$158K	0.23%	101
2025 Q4	$1.11M	Sell	12,580 -1,600	-11%	-$140K	0.26%	87
2025 Q3	$1.23M	Hold	14,180	–	–	0.3%	76
2025 Q2	$1.16M	Hold	14,180	–	–	0.31%	71
2025 Q1	$1.13M	Hold	14,180	–	–	0.32%	74
2024 Q4	$1.1M	Hold	14,180	–	–	0.31%	73
2024 Q3	$1.11M	Hold	14,180	–	–	0.31%	74
2024 Q2	$1.03M	Hold	14,180	–	–	0.31%	71
2024 Q1	$1.02M	Sell	14,180 -400	-3%	-$27.5K	0.32%	75
2023 Q4	$968K	Hold	14,580	–	–	0.36%	67
2023 Q3	$897K	Hold	14,580	–	–	0.36%	68
2023 Q2	$927K	Hold	14,580	–	–	0.36%	66
2023 Q1	$902K	Hold	14,580	–	–	0.37%	72
2022 Q4	$903K	Hold	14,580	–	–	0.35%	69
2022 Q3	$806K	Hold	14,580	–	–	0.34%	64
2022 Q2	$862K	Hold	14,580	–	–	0.36%	66
2022 Q1	$958K	Hold	14,580	–	–	0.35%	66
2021 Q4	$963K	Buy	+14,580	New	+$922K	0.34%	67

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

High Net Worth Advisory Group's DLN Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 15% in Q2 2026, selling an estimated $151K and leaving 9,240 shares worth $890K. The position accounts for 0.19% of the portfolio, ranked #114.

High Net Worth Advisory Group first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q3 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

High Net Worth Advisory Group held 9,240 shares of WisdomTree US LargeCap Dividend Fund worth $890K as of Q2 2026.
High Net Worth Advisory Group sold 1,600 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $151K.
WisdomTree US LargeCap Dividend Fund made up 0.19% of High Net Worth Advisory Group's portfolio in Q2 2026, its #114 holding.
High Net Worth Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.23M in Q3 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.