Mayflower Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mayflower Financial 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	$222K	Buy	+2,309	New	+$218K	0.02%	454

Other funds holding DLN

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

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

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

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

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

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

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Mayflower Financial Advisors's DLN Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,309 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

84 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Mayflower Financial Advisors held 2,309 shares of WisdomTree US LargeCap Dividend Fund worth $222K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Mayflower Financial Advisors position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #454 holding.
84 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.