Independent Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Independent Financial 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	–	Sell	-2,298	Closed	-$205K	–	1570
2026 Q1	$205K	Hold	2,298	–	–	﹤0.01%	1368
2025 Q4	$202K	Hold	2,298	–	–	﹤0.01%	1344
2025 Q3	$200K	Buy	+2,298	New	+$194K	﹤0.01%	1296
2024 Q2	–	Sell	-3,922	Closed	-$283K	–	1103
2024 Q1	$283K	Buy	3,922 +350	+10%	+$24K	0.01%	808
2023 Q4	$237K	Buy	3,572 +165	+5%	+$10.4K	0.01%	826
2023 Q3	$210K	Hold	3,407	–	–	0.01%	810
2023 Q2	$217K	Buy	3,407 +100	+3%	+$6.2K	0.01%	788
2023 Q1	$205K	Sell	3,307 -135	-4%	-$8.38K	0.02%	762
2022 Q4	$213K	Sell	3,442 -500	-13%	-$30.5K	0.02%	696
2022 Q3	$218K	Hold	3,942	–	–	0.02%	638
2022 Q2	$233K	Buy	3,942 +4	+0.1%	+$251	0.02%	589
2022 Q1	$259K	Buy	3,938 +4	+0.1%	+$259	0.02%	651
2021 Q4	$260K	Buy	3,934 +416	+12%	+$26.3K	0.02%	646
2021 Q3	$210K	Buy	+3,518	New	+$217K	0.02%	656

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

Independent Financial Group's DLN Position: Q2 2026 in Review

Independent Financial Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 2,298 shares — an estimated $205K sold.

Independent Financial Group first reported a position in DLN in Q3 2021 and held it in 14 quarters. The position peaked at $283K in Q1 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Independent Financial Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Financial Group sold 2,298 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $205K.
Independent Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and held it in 14 quarters.
Independent Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $283K in Q1 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.