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KMG Fiduciary Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

KMG Fiduciary Partners’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 		$235K Sell
2,439
-15,451
-86% -$1.46M 0.02% 197
2026
Q1 		$1.6M Sell
17,890
-1,141
-6% -$104K 0.12% 145
2025
Q4 		$1.68M Buy
19,031
+185
+1% +$16.2K 0.12% 143
2025
Q3 		$1.64M Buy
18,846
+182
+1% +$15.4K 0.11% 159
2025
Q2 		$1.53M Buy
18,664
+2,010
+12% +$157K 0.11% 160
2025
Q1 		$1.32M Buy
16,654
+224
+1% +$17.9K 0.11% 162
2024
Q4 		$1.28M Buy
16,430
+322
+2% +$25.7K 0.11% 160
2024
Q3 		$1.27M Buy
16,108
+1,340
+9% +$101K 0.11% 157
2024
Q2 		$1.07M Buy
14,768
+82
+0.6% +$5.83K 0.11% 141
2024
Q1 		$1.06M Buy
14,686
+61
+0.4% +$4.19K 0.11% 139
2023
Q4 		$971K Buy
14,625
+101
+0.7% +$6.35K 0.11% 140
2023
Q3 		$893K Buy
14,524
+85
+0.6% +$5.42K 0.12% 141
2023
Q2 		$918K Buy
14,439
+255
+2% +$15.8K 0.12% 142
2023
Q1 		$877K Buy
14,184
+258
+2% +$16K 0.13% 148
2022
Q4 		$863K Buy
13,926
+86
+0.6% +$5.25K 0.14% 131
2022
Q3 		$765K Buy
13,840
+414
+3% +$25.1K 0.15% 122
2022
Q2 		$793K Buy
13,426
+80
+0.6% +$5.03K 0.15% 117
2022
Q1 		$877K Buy
13,346
+50
+0.4% +$3.24K 0.14% 116
2021
Q4 		$878K Buy
13,296
+234
+2% +$14.8K 0.14% 115
2021
Q3 		$779K Buy
13,062
+374
+3% +$23K 0.13% 115
2021
Q2 		$763K Sell
12,688
-100
-0.8% -$5.96K 0.13% 113
2021
Q1 		$733K Buy
12,788
+270
+2% +$14.8K 0.14% 110
2020
Q4 		$667K Buy
12,518
+606
+5% +$31K 0.14% 109
2020
Q3 		$578K Buy
11,912
+64
+0.5% +$3.11K 0.14% 104
2020
Q2 		$550K Buy
11,848
+56
+0.5% +$2.52K 0.15% 90
2020
Q1 		$477K Buy
+11,792
New +$578K 0.15% 91

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

KMG Fiduciary Partners's DLN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 86% in Q2 2026, selling an estimated $1.46M and leaving 2,439 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #197.

KMG Fiduciary Partners first reported a position in DLN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.68M in Q4 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • KMG Fiduciary Partners held 2,439 shares of WisdomTree US LargeCap Dividend Fund worth $235K as of Q2 2026.
  • KMG Fiduciary Partners sold 15,451 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.46M.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #197 holding.
  • KMG Fiduciary Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and has held it in 26 quarters since.
  • KMG Fiduciary Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.68M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.