IFG Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

IFG Advisory’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	$4.18M	Buy	+43,412	New	+$4.1M	0.15%	178
2026 Q1	–	Sell	-47,108	Closed	-$4.15M	–	457
2025 Q4	$4.15M	Sell	47,108 -277	-0.6%	-$24.2K	0.18%	145
2025 Q3	$4.12M	Sell	47,385 -3,633	-7%	-$307K	0.19%	142
2025 Q2	$4.19M	Buy	51,018 +2,956	+6%	+$231K	0.21%	127
2025 Q1	$3.81M	Sell	48,062 -343	-0.7%	-$27.4K	0.21%	127
2024 Q4	$3.77M	Sell	48,405 -2,214	-4%	-$177K	0.21%	123
2024 Q3	$3.98M	Buy	50,619 +602	+1%	+$45.4K	0.25%	119
2024 Q2	$3.64M	Sell	50,017 -4,104	-8%	-$292K	0.23%	113
2024 Q1	$3.91M	Sell	54,121 -107,955	-67%	-$7.41M	0.29%	107
2023 Q4	$10.8M	Buy	162,076 +1,754	+1%	+$110K	0.79%	17
2023 Q3	$9.86M	Sell	160,322 -3,777	-2%	-$241K	0.83%	19
2023 Q2	$10.4M	Buy	164,099 +3,929	+2%	+$244K	0.93%	15
2023 Q1	$9.91M	Buy	160,170 +26,299	+20%	+$1.63M	0.93%	15
2022 Q4	$8.29M	Buy	133,871 +118,309	+760%	+$7.22M	0.83%	20
2022 Q3	$859K	Buy	15,562 +1,355	+10%	+$82.2K	0.08%	230
2022 Q2	$839K	Buy	14,207 +1,361	+11%	+$85.6K	0.09%	220
2022 Q1	$844K	Buy	12,846 +2,334	+22%	+$151K	0.09%	226
2021 Q4	$694K	Buy	10,512 +142	+1%	+$8.98K	0.07%	247
2021 Q3	$618K	Sell	10,370 -20	-0.2%	-$1.23K	0.07%	251
2021 Q2	$625K	Sell	10,390 -3,020	-23%	-$180K	0.07%	254
2021 Q1	$768K	Buy	13,410 +250	+2%	+$13.7K	0.1%	230
2020 Q4	$707K	Buy	13,160 +3,908	+42%	+$200K	0.1%	215
2020 Q3	$448K	Buy	9,252 +2,210	+31%	+$107K	0.07%	250
2020 Q2	$327K	Buy	+7,042	New	+$317K	0.06%	292
2019 Q3	–	Sell	-51,992	Closed	-$877K	–	410
2019 Q2	$877K	Sell	51,992 -4,614	-8%	-$220K	0.16%	135
2019 Q1	$956K	Sell	56,606 -13,004	-19%	-$592K	0.18%	121
2018 Q4	$1.1M	Buy	69,610 +3,664	+6%	+$166K	0.26%	91
2018 Q3	$1.26M	Sell	65,946 -4,330	-6%	-$203K	0.24%	102
2018 Q2	$1.35M	Sell	70,276 -1,334	-2%	-$59.9K	0.28%	83
2018 Q1	$1.29M	Buy	+71,610	New	+$3.3M	0.29%	81

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

IFG Advisory's DLN Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 43,412 shares worth $4.18M. The stake represents 0.15% of the portfolio and ranks #178 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DLN as recently as Q4 2025.

IFG Advisory first reported a position in DLN in Q1 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2023. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

IFG Advisory held 43,412 shares of WisdomTree US LargeCap Dividend Fund worth $4.18M as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new IFG Advisory position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.15% of IFG Advisory's portfolio in Q2 2026, its #178 holding.
IFG Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2018 and has held it in 30 quarters since.
IFG Advisory's WisdomTree US LargeCap Dividend Fund position peaked at $10.8M in Q4 2023.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.