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

Inspirion 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	$1.95M	Buy	20,268 +96	+0.5%	+$9.07K	0.22%	43
2026 Q1	$1.8M	Buy	20,172 +83	+0.4%	+$7.54K	0.22%	45
2025 Q4	$1.77M	Buy	20,089 +437	+2%	+$38.2K	0.22%	45
2025 Q3	$1.54M	Sell	19,652 -234	-1%	-$19.8K	0.22%	44
2025 Q2	$1.63M	Buy	19,886 +111	+0.6%	+$8.67K	0.22%	45
2025 Q1	$1.57M	Buy	19,775 +83	+0.4%	+$6.62K	0.22%	46
2024 Q4	$1.53M	Buy	19,692 +40	+0.2%	+$3.19K	0.21%	45
2024 Q3	$1.54M	Hold	19,652	–	–	0.22%	44
2024 Q2	$1.43M	Hold	19,652	–	–	0.22%	46
2024 Q1	$1.42M	Hold	19,652	–	–	0.23%	45
2023 Q4	$1.31M	Sell	19,652 -90	-0.5%	-$5.66K	0.24%	46
2023 Q3	$1.21M	Buy	19,742 +180	+0.9%	+$11.5K	0.24%	46
2023 Q2	$1.24M	Hold	19,562	–	–	0.24%	43
2023 Q1	$1.21M	Hold	19,562	–	–	0.24%	42
2022 Q4	$1.21M	Hold	19,562	–	–	0.26%	41
2022 Q3	$1.08M	Hold	19,562	–	–	0.24%	41
2022 Q2	$1.16M	Hold	19,562	–	–	0.25%	40
2022 Q1	$1.29M	Hold	19,562	–	–	0.26%	39
2021 Q4	$1.29M	Buy	+19,562	New	+$1.24M	0.27%	39

Other funds holding DLN

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

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

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return