Meridian Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Meridian Financial Partners’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	$3.53M	Sell	36,050 -1,163	-3%	-$110K	1.2%	20
2026 Q1	$3.34M	Sell	37,213 -101	-0.3%	-$9.18K	1.27%	17
2025 Q4	$3.35M	Hold	37,314	–	–	1.33%	17
2025 Q3	$3.24M	Hold	37,314	–	–	1.35%	17
2025 Q2	$3.06M	Hold	37,314	–	–	1.44%	15
2025 Q1	$2.96M	Sell	37,314 -883	-2%	-$70.5K	1.5%	14
2024 Q4	$2.97M	Buy	38,197 +173	+0.5%	+$13.8K	1.57%	14
2024 Q3	$2.99M	Buy	38,024 +137	+0.4%	+$10.3K	1.51%	13
2024 Q2	$2.84M	Sell	37,887 -136	-0.4%	-$9.68K	1.69%	11
2024 Q1	$2.61M	Sell	38,023 -2,154	-5%	-$148K	3.36%	6
2023 Q4	$2.66M	Sell	40,177 -1,226	-3%	-$77K	2.73%	11
2023 Q3	$2.53M	Sell	41,403 -1,044	-2%	-$66.6K	2.59%	8
2023 Q2	$2.76M	Sell	42,447 -5,373	-11%	-$333K	1.66%	14
2023 Q1	$3.02M	Sell	47,820 -71	-0.1%	-$4.41K	3.42%	9
2022 Q4	$2.96M	Sell	47,891 -2,041	-4%	-$125K	3.33%	8
2022 Q3	$2.81M	Sell	49,932 -6,893	-12%	-$418K	3.99%	7
2022 Q2	$3.47M	Sell	56,825 -50,442	-47%	-$3.17M	2.35%	11
2022 Q1	$7.05M	Sell	107,267 -40,149	-27%	-$2.6M	10.52%	2
2021 Q4	$9.56M	Buy	147,416 +1,944	+1%	+$123K	6.47%	3
2021 Q3	$8.8M	Buy	145,472 +4,254	+3%	+$262K	5.91%	5
2021 Q2	$8.57M	Buy	141,218 +4,076	+3%	+$243K	5.85%	5
2021 Q1	$8.1M	Buy	137,142 +2,236	+2%	+$123K	6.1%	5
2020 Q4	$7.38M	Buy	134,906 +2,114	+2%	+$108K	5.7%	6
2020 Q3	$6.49M	Buy	132,792 +442	+0.3%	+$21.5K	5.47%	5
2020 Q2	$6.28M	Buy	132,350 +1,608	+1%	+$72.4K	5.69%	5
2020 Q1	$5.87M	Buy	130,742 +388	+0.3%	+$19K	6.34%	4
2019 Q4	$6.9M	Buy	130,354 +3,452	+3%	+$176K	6.91%	4
2019 Q3	$6.09M	Buy	126,902 +2,382	+2%	+$116K	6.83%	4
2019 Q2	$6.13M	Buy	124,520 +692	+0.6%	+$33K	6.85%	4
2019 Q1	$5.97M	Buy	123,828 +452	+0.4%	+$20.6K	6.76%	4
2018 Q4	$5.21M	Buy	+123,376	New	+$5.59M	7.01%	4

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

Meridian Financial Partners's DLN Position: Q2 2026 in Review

Meridian Financial Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.1% in Q2 2026, selling an estimated $110K and leaving 36,050 shares worth $3.53M. The position accounts for 1.2% of the portfolio, ranked #20.

Meridian Financial Partners first reported a position in DLN in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.56M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Meridian Financial Partners held 36,050 shares of WisdomTree US LargeCap Dividend Fund worth $3.53M as of Q2 2026.
Meridian Financial Partners sold 1,163 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $110K.
WisdomTree US LargeCap Dividend Fund made up 1.2% of Meridian Financial Partners's portfolio in Q2 2026, its #20 holding.
Meridian Financial Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Meridian Financial Partners's WisdomTree US LargeCap Dividend Fund position peaked at $9.56M in Q4 2021.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.