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JNBA Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JNBA Financial 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 		$14.4K Sell
150
-23
-13% -$2.17K ﹤0.01% 473
2026
Q1 		$15.5K Hold
173
– – ﹤0.01% 445
2025
Q4 		$15.2K Hold
173
– – ﹤0.01% 445
2025
Q3 		$15.1K Sell
173
-20
-10% -$1.69K ﹤0.01% 437
2025
Q2 		$15.9K Hold
193
– – ﹤0.01% 420
2025
Q1 		$15.3K Sell
193
-13
-6% -$1.04K ﹤0.01% 416
2024
Q4 		$16K Sell
206
-23
-10% -$1.83K ﹤0.01% 408
2024
Q3 		$18K Sell
229
-255
-53% -$19.2K ﹤0.01% 403
2024
Q2 		$35.2K Sell
484
-76
-14% -$5.41K ﹤0.01% 321
2024
Q1 		$40.4K Buy
560
+76
+16% +$5.22K ﹤0.01% 317
2023
Q4 		$32.1K Sell
484
-583
-55% -$36.6K ﹤0.01% 335
2023
Q3 		$65.6K Buy
1,067
+154
+17% +$9.83K 0.01% 255
2023
Q2 		$58.1K Buy
913
+798
+694% +$49.5K 0.01% 269
2023
Q1 		$7.11K Hold
115
– – ﹤0.01% 513
2022
Q4 		$7.12K Sell
115
-26
-18% -$1.59K ﹤0.01% 486
2022
Q3 		$8K Hold
141
– – ﹤0.01% 482
2022
Q2 		$8K Hold
141
– – ﹤0.01% 511
2022
Q1 		$9K Sell
141
-47
-25% -$3.04K ﹤0.01% 502
2021
Q4 		$12K Hold
188
– – ﹤0.01% 502
2021
Q3 		$11K Hold
188
– – ﹤0.01% 505
2021
Q2 		$11K Hold
188
– – ﹤0.01% 471
2021
Q1 		$11K Sell
188
-1,236
-87% -$68K ﹤0.01% 452
2020
Q4 		$77K Hold
1,424
– – 0.01% 227
2020
Q3 		$69K Hold
1,424
– – 0.01% 216
2020
Q2 		$66K Sell
1,424
-140
-9% -$6.3K 0.01% 214
2020
Q1 		$63K Hold
1,564
– – 0.02% 201
2019
Q4 		$83K Buy
1,564
+102
+7% +$5.2K 0.02% 198
2019
Q3 		$72K Buy
1,462
+206
+16% +$10K 0.01% 200
2019
Q2 		$61K Buy
1,256
+78
+7% +$3.72K 0.01% 214
2019
Q1 		$55K Sell
1,178
-202
-15% -$9.19K 0.01% 217
2018
Q4 		$58K Buy
+1,380
New +$62.5K 0.01% 189
2018
Q3 		– Sell
-2,010
Closed -$90K – 543
2018
Q2 		$90K Hold
2,010
– – 0.02% 180
2018
Q1 		$89K Hold
2,010
– – 0.02% 177
2017
Q4 		$93K Hold
2,010
– – 0.02% 181
2017
Q3 		$87K Sell
2,010
-236
-11% -$10.1K 0.02% 170
2017
Q2 		$94K Hold
2,246
– – 0.02% 165
2017
Q1 		$93K Hold
2,246
– – 0.02% 162
2016
Q4 		$90K Buy
+2,246
New +$87.1K 0.02% 171
2016
Q3 		– Sell
-480
Closed -$18K – 1600
2016
Q2 		$18K Hold
480
– – 0.01% 298
2016
Q1 		$18K Buy
+480
New +$16.7K 0.01% 294

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

JNBA Financial Advisors's DLN Position: Q2 2026 in Review

JNBA Financial Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 13% in Q2 2026, selling an estimated $2.17K and leaving 150 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

JNBA Financial Advisors first reported a position in DLN in Q1 2016 and has held it in 40 quarters since. The position peaked at $94K in Q2 2017. 167 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • JNBA Financial Advisors held 150 shares of WisdomTree US LargeCap Dividend Fund worth $14.4K as of Q2 2026.
  • JNBA Financial Advisors sold 23 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.17K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #473 holding.
  • JNBA Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and has held it in 40 quarters since.
  • JNBA Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $94K in Q2 2017.
  • 167 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.