Larson Financial Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Larson Financial Group’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	$389K	Buy	4,036 +16	+0.4%	+$1.51K	0.01%	626
2026 Q1	$359K	Buy	4,020 +14	+0.3%	+$1.27K	0.01%	574
2025 Q4	$353K	Buy	4,006 +18	+0.5%	+$1.57K	0.01%	563
2025 Q3	$347K	Buy	3,988 +16	+0.4%	+$1.35K	0.01%	569
2025 Q2	$326K	Buy	3,972 +18	+0.5%	+$1.41K	0.01%	547
2025 Q1	$314K	Buy	3,954 +14	+0.4%	+$1.12K	0.01%	516
2024 Q4	$306K	Buy	3,940 +17	+0.4%	+$1.36K	0.02%	473
2024 Q3	$308K	Buy	3,923 +17	+0.4%	+$1.28K	0.02%	462
2024 Q2	$284K	Buy	+3,906	New	+$278K	0.02%	380

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

Larson Financial Group's DLN Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.4% in Q2 2026, buying an estimated $1.51K and bringing the position to 4,036 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #626.

Larson Financial Group first reported a position in DLN in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Larson Financial Group held 4,036 shares of WisdomTree US LargeCap Dividend Fund worth $389K as of Q2 2026.
Larson Financial Group bought 16 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.51K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #626 holding.
Larson Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.