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Kingswood Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kingswood 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 		$4.96M Buy
51,463
+913
+2% +$86.3K 0.2% 120
2026
Q1 		$4.52M Sell
50,550
-382
-0.8% -$34.7K 0.21% 111
2025
Q4 		$4.49M Sell
50,932
-566
-1% -$49.4K 0.22% 104
2025
Q3 		$4.48M Sell
51,498
-2,265
-4% -$192K 0.27% 92
2025
Q2 		$4.42M Buy
53,763
+149
+0.3% +$11.6K 0.35% 61
2025
Q1 		$4.25M Sell
53,614
-6,618
-11% -$528K 0.39% 49
2024
Q4 		$4.69M Buy
60,232
+30,610
+103% +$2.44M 0.35% 51
2024
Q3 		$2.32M Sell
29,622
-25,662
-46% -$1.94M 0.17% 140
2024
Q2 		$4.02M Buy
55,284
+9,768
+21% +$695K 0.36% 59
2024
Q1 		$3.29M Sell
45,516
-4,170
-8% -$286K 0.38% 52
2023
Q4 		$3.3M Buy
49,686
+43,910
+760% +$2.76M 0.37% 54
2023
Q3 		$702K Sell
5,776
-5,010
-46% -$320K 0.12% 193
2023
Q2 		$686K Buy
+10,786
New +$669K 0.22% 105

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

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

Kingswood Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.8% in Q2 2026, buying an estimated $86.3K and bringing the position to 51,463 shares worth $4.96M. The position accounts for 0.2% of the portfolio, ranked #120.

Kingswood Wealth Advisors first reported a position in DLN in Q2 2023 and has held it in 13 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Kingswood Wealth Advisors held 51,463 shares of WisdomTree US LargeCap Dividend Fund worth $4.96M as of Q2 2026.
  • Kingswood Wealth Advisors bought 913 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $86.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.2% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Kingswood Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.