IWN
DLN icon

Independent Wealth Network’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Independent Wealth Network’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 		$1.84M Buy
19,055
+1,182
+7% +$112K 0.47% 48
2026
Q1 		$1.6M Buy
17,873
+2,272
+15% +$207K 0.47% 47
2025
Q4 		$1.37M Buy
15,601
+12
+0.1% +$1.05K 0.42% 58
2025
Q3 		$1.36M Buy
15,589
+8,448
+118% +$715K 0.44% 54
2025
Q2 		$587K Buy
+7,141
New +$558K 0.21% 123

Other funds holding DLN

TC
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
CL
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
LI
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
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
FI
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

Independent Wealth Network's DLN Position: Q2 2026 in Review

Independent Wealth Network increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.6% in Q2 2026, buying an estimated $112K and bringing the position to 19,055 shares worth $1.84M. The position accounts for 0.47% of the portfolio, ranked #48.

Independent Wealth Network first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Independent Wealth Network held 19,055 shares of WisdomTree US LargeCap Dividend Fund worth $1.84M as of Q2 2026.
  • Independent Wealth Network bought 1,182 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $112K.
  • WisdomTree US LargeCap Dividend Fund made up 0.47% of Independent Wealth Network's portfolio in Q2 2026, its #48 holding.
  • Independent Wealth Network first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.