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

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

Inspirion Wealth Advisors's DLN Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.48% in Q2 2026, buying an estimated $9.07K and bringing the position to 20,268 shares worth $1.95M. The position accounts for 0.22% of the portfolio, ranked #43.

Inspirion Wealth Advisors first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Inspirion Wealth Advisors held 20,268 shares of WisdomTree US LargeCap Dividend Fund worth $1.95M as of Q2 2026.
Inspirion Wealth Advisors bought 96 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $9.07K.
WisdomTree US LargeCap Dividend Fund made up 0.22% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Inspirion Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.