MFG
DLN icon

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

Merit 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 		$921K Buy
9,558
+10
+0.1% +$945 0.01% 1119
2026
Q1 		$853K Sell
9,548
-162
-2% -$14.7K 0.01% 1069
2025
Q4 		$855K Buy
9,710
+123
+1% +$10.7K 0.01% 1018
2025
Q3 		$834K Sell
9,587
-2,183
-19% -$185K 0.01% 939
2025
Q2 		$967K Buy
11,770
+95
+0.8% +$7.42K 0.01% 806
2025
Q1 		$927K Buy
11,675
+4,127
+55% +$329K 0.01% 679
2024
Q4 		$587K Sell
7,548
-714
-9% -$56.9K 0.01% 666
2024
Q3 		$649K Buy
8,262
+589
+8% +$44.4K 0.01% 507
2024
Q2 		$558K Sell
7,673
-63
-0.8% -$4.48K 0.01% 556
2024
Q1 		$540K Sell
7,736
-8,378
-52% -$575K 0.01% 554
2023
Q4 		$1.07M Buy
+16,114
New +$1.01M 0.03% 296
2020
Q2 		– Sell
-5,106
Closed -$207K – 223
2020
Q1 		$207K Buy
+5,106
New +$250K 0.02% 202

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Merit Financial Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.1% in Q2 2026, buying an estimated $945 and bringing the position to 9,558 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #1119.

Merit Financial Group first reported a position in DLN in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2023. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Merit Financial Group held 9,558 shares of WisdomTree US LargeCap Dividend Fund worth $921K as of Q2 2026.
  • Merit Financial Group bought 10 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $945.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1119 holding.
  • Merit Financial Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and has held it in 12 quarters since.
  • Merit Financial Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.07M in Q4 2023.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.