Marshall & Sterling Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Marshall & Sterling 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	$21.1K	Buy	219 +1	+0.5%	+$94	0.01%	207
2026 Q1	$19.5K	Buy	218 +1	+0.5%	+$91	0.01%	201
2025 Q4	$19.1K	Buy	217 +1	+0.5%	+$87	0.01%	199
2025 Q3	$18.8K	Buy	216 +1	+0.5%	+$85	0.01%	275
2025 Q2	$17.6K	Buy	215 +1	+0.5%	+$78	0.01%	271
2025 Q1	$17K	Buy	214 +1	+0.5%	+$80	0.01%	264
2024 Q4	$16.5K	Buy	+213	New	+$17K	0.01%	203

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DLN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.46% in Q2 2026, buying an estimated $94 and bringing the position to 219 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #207.

Marshall & Sterling Wealth Advisors first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Marshall & Sterling Wealth Advisors held 219 shares of WisdomTree US LargeCap Dividend Fund worth $21.1K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1 WisdomTree US LargeCap Dividend Fund share in Q2 2026, an estimated $94.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Marshall & Sterling Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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