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

Marion 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	$478K	Hold	4,967	–	–	0.1%	103
2026 Q1	$444K	Buy	4,967 +43	+0.9%	+$3.91K	0.1%	100
2025 Q4	$442K	Hold	4,924	–	–	0.1%	97
2025 Q3	$429K	Hold	4,924	–	–	0.1%	95
2025 Q2	$404K	Hold	4,924	–	–	0.1%	97
2025 Q1	$391K	Buy	4,924 +30	+0.6%	+$2.39K	0.1%	93
2024 Q4	$381K	Hold	4,894	–	–	0.1%	98
2024 Q3	$384K	Hold	4,894	–	–	0.1%	100
2024 Q2	$356K	Buy	4,894 +183	+4%	+$13K	0.1%	98
2024 Q1	$340K	Hold	4,711	–	–	0.1%	101
2023 Q4	$313K	Hold	4,711	–	–	0.1%	101
2023 Q3	$290K	Hold	4,711	–	–	0.1%	99
2023 Q2	$300K	Hold	4,711	–	–	0.11%	93
2023 Q1	$291K	Hold	4,711	–	–	0.11%	90
2022 Q4	$292K	Buy	4,711 +1,051	+29%	+$64.2K	0.12%	89
2022 Q3	$202K	Sell	3,660 -1,790	-33%	-$109K	0.1%	99
2022 Q2	$322K	Buy	5,450 +12	+0.2%	+$754	0.17%	89
2022 Q1	$357K	Buy	5,438 +8	+0.1%	+$518	0.17%	81
2021 Q4	$359K	Buy	+5,430	New	+$344K	0.17%	84

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

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

Marion Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 4,967 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #103.

Marion Wealth Management first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Marion Wealth Management held 4,967 shares of WisdomTree US LargeCap Dividend Fund worth $478K as of Q2 2026.
Marion Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.1% of Marion Wealth Management's portfolio in Q2 2026, its #103 holding.
Marion Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.