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

Kondo 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	$2.12M	Sell	22,030 -401	-2%	-$37.9K	0.71%	16
2026 Q1	$2M	Sell	22,431 -1,858	-8%	-$169K	0.75%	16
2025 Q4	$2.14M	Sell	24,289 -1,058	-4%	-$92.4K	0.82%	15
2025 Q3	$2.21M	Sell	25,347 -25	-0.1%	-$2.12K	0.89%	16
2025 Q2	$2.1M	Sell	25,372 -640	-2%	-$50K	0.93%	16
2025 Q1	$2.06M	Sell	26,012 -579	-2%	-$46.2K	1.02%	16
2024 Q4	$2.07M	Buy	+26,591	New	+$2.12M	1.05%	17

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

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

Kondo Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.8% in Q2 2026, selling an estimated $37.9K and leaving 22,030 shares worth $2.12M. The position accounts for 0.71% of the portfolio, ranked #16.

Kondo Wealth Advisors first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Kondo Wealth Advisors held 22,030 shares of WisdomTree US LargeCap Dividend Fund worth $2.12M as of Q2 2026.
Kondo Wealth Advisors sold 401 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $37.9K.
WisdomTree US LargeCap Dividend Fund made up 0.71% of Kondo Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Kondo Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.21M in Q3 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.