KFI
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Key Financial Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Key Financial Inc’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 		$9.25M Buy
96,015
+478
+0.5% +$45.2K 1.51% 13
2026
Q1 		$8.53M Buy
95,537
+908
+1% +$82.5K 1.52% 12
2025
Q4 		$8.33M Sell
94,629
-3,982
-4% -$348K 1.52% 12
2025
Q3 		$8.59M Sell
98,611
-1,338
-1% -$113K 1.59% 12
2025
Q2 		$8.21M Buy
99,949
+3,090
+3% +$241K 1.65% 11
2025
Q1 		$7.69M Sell
96,859
-1,498
-2% -$120K 1.67% 11
2024
Q4 		$7.65M Sell
98,357
-1,084
-1% -$86.4K 1.74% 11
2024
Q3 		$7.81M Sell
99,441
-53
-0.1% -$4K 1.73% 11
2024
Q2 		$7.24M Buy
99,494
+12,048
+14% +$857K 1.74% 10
2024
Q1 		$6.31M Buy
87,446
+1,582
+2% +$109K 1.61% 12
2023
Q4 		$5.7M Buy
85,864
+5,904
+7% +$371K 1.56% 11
2023
Q3 		$4.92M Buy
79,960
+6,206
+8% +$396K 1.66% 12
2023
Q2 		$4.69M Sell
73,754
-1,180
-2% -$73.2K 1.55% 10
2023
Q1 		$4.64M Buy
74,934
+1,686
+2% +$105K 1.69% 10
2022
Q4 		$4.05M Hold
73,248
– – 1.91% 10
2022
Q3 		$4.05M Buy
73,248
+5,326
+8% +$323K 1.9% 10
2022
Q2 		$4.06M Sell
67,922
-1,569
-2% -$98.6K 2.2% 7
2022
Q1 		$4.57M Buy
69,491
+775
+1% +$50.2K 2.27% 8
2021
Q4 		$4.54M Sell
68,716
-186
-0.3% -$11.8K 2.27% 8
2021
Q3 		$4.11M Buy
68,902
+1,094
+2% +$67.4K 2.33% 7
2021
Q2 		$4.16M Buy
67,808
+1,820
+3% +$109K 2.33% 7
2021
Q1 		$3.78M Buy
65,988
+14,682
+29% +$807K 2.49% 7
2020
Q4 		$2.76M Buy
51,306
+2,382
+5% +$122K 2.05% 9
2020
Q3 		$2.37M Buy
48,924
+4,586
+10% +$223K 2.43% 9
2020
Q2 		$2.03M Buy
44,338
+19,424
+78% +$874K 2.33% 9
2020
Q1 		$1.03M Buy
24,914
+9,238
+59% +$452K 1.06% 18
2019
Q4 		$830K Buy
+15,676
New +$799K 0.78% 30

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Financial Inc's DLN Position: Q2 2026 in Review

Key Financial Inc increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.5% in Q2 2026, buying an estimated $45.2K and bringing the position to 96,015 shares worth $9.25M. The position accounts for 1.51% of the portfolio, ranked #13.

Key Financial Inc first reported a position in DLN in Q4 2019 and has held it in 27 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Key Financial Inc held 96,015 shares of WisdomTree US LargeCap Dividend Fund worth $9.25M as of Q2 2026.
  • Key Financial Inc bought 478 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $45.2K.
  • WisdomTree US LargeCap Dividend Fund made up 1.51% of Key Financial Inc's portfolio in Q2 2026, its #13 holding.
  • Key Financial Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.