Kingsview Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kingsview Wealth Management’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	$462K	Sell	4,802 -277	-5%	-$26.2K	0.01%	1016
2026 Q1	$454K	Buy	5,079 +18	+0.4%	+$1.64K	0.01%	934
2025 Q4	$446K	Sell	5,061 -31	-0.6%	-$2.71K	0.01%	884
2025 Q3	$443K	Buy	5,092 +315	+7%	+$26.7K	0.01%	836
2025 Q2	$392K	Sell	4,777 -950	-17%	-$74.2K	0.01%	855
2025 Q1	$455K	Sell	5,727 -151	-3%	-$12K	0.01%	753
2024 Q4	$457K	Buy	+5,878	New	+$469K	0.01%	771
2022 Q2	–	Sell	-14,847	Closed	-$976K	–	831
2022 Q1	$976K	Buy	+14,847	New	+$961K	0.04%	400

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

Kingsview Wealth Management's DLN Position: Q2 2026 in Review

Kingsview Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.5% in Q2 2026, selling an estimated $26.2K and leaving 4,802 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1016.

Kingsview Wealth Management first reported a position in DLN in Q1 2022 and has held it in 8 quarters since. The position peaked at $976K in Q1 2022. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Kingsview Wealth Management held 4,802 shares of WisdomTree US LargeCap Dividend Fund worth $462K as of Q2 2026.
Kingsview Wealth Management sold 277 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $26.2K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1016 holding.
Kingsview Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 8 quarters since.
Kingsview Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $976K in Q1 2022.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.