Investor's Fiduciary Advisor Network’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Investor's Fiduciary Advisor 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	$296K	Hold	3,079	–	–	0.1%	166
2026 Q1	$275K	Hold	3,079	–	–	0.08%	220
2025 Q4	$271K	Hold	3,079	–	–	0.06%	240
2025 Q3	$267K	Hold	3,079	–	–	0.09%	207
2025 Q2	$252K	Hold	3,079	–	–	0.09%	196
2025 Q1	$244K	Hold	3,079	–	–	0.12%	153
2024 Q4	$239K	Buy	+3,079	New	+$246K	0.09%	180

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

Investor's Fiduciary Advisor Network's DLN Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,079 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #166.

Investor's Fiduciary Advisor Network first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Investor's Fiduciary Advisor Network held 3,079 shares of WisdomTree US LargeCap Dividend Fund worth $296K as of Q2 2026.
Investor's Fiduciary Advisor Network left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.1% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #166 holding.
Investor's Fiduciary Advisor Network first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.