MOS
DLN icon

MGO One Seven’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

MGO One Seven’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 		$490K Sell
5,083
-6
-0.1% -$567 0.01% 984
2026
Q1 		$455K Sell
5,089
-745
-13% -$67.7K 0.01% 939
2025
Q4 		$514K Sell
5,834
-84
-1% -$7.34K 0.01% 861
2025
Q3 		$515K Sell
5,918
-175
-3% -$14.8K 0.01% 805
2025
Q2 		$501K Buy
6,093
+296
+5% +$23.1K 0.02% 725
2025
Q1 		$460K Buy
5,797
+1,976
+52% +$158K 0.02% 652
2024
Q4 		$297K Buy
3,821
+181
+5% +$14.4K 0.01% 849
2024
Q3 		$286K Buy
3,640
+240
+7% +$18.1K 0.01% 784
2024
Q2 		$247K Buy
3,400
+15
+0.4% +$1.07K 0.01% 844
2024
Q1 		$244K Buy
3,385
+11
+0.3% +$755 0.01% 785
2023
Q4 		$224K Buy
3,374
+7
+0.2% +$440 0.01% 804
2023
Q3 		$207K Buy
3,367
+16
+0.5% +$1.02K 0.02% 748
2023
Q2 		$213K Buy
3,351
+20
+0.6% +$1.24K 0.02% 702
2023
Q1 		$206K Hold
3,331
– – 0.01% 785
2022
Q4 		$206K Buy
+3,331
New +$203K 0.02% 663
2022
Q2 		– Sell
-5,164
Closed -$339K – 655
2022
Q1 		$339K Sell
5,164
-56
-1% -$3.63K 0.04% 472
2021
Q4 		$345K Sell
5,220
-18
-0.3% -$1.14K 0.04% 456
2021
Q3 		$330K Sell
5,238
-2,566
-33% -$158K 0.04% 425
2021
Q2 		$470K Buy
7,804
+2,830
+57% +$169K 0.07% 354
2021
Q1 		$285K Buy
4,974
+444
+10% +$24.4K 0.05% 427
2020
Q4 		$244K Buy
+4,530
New +$232K 0.05% 412
2020
Q3 		– Sell
-5,178
Closed -$240K – 470
2020
Q2 		$240K Sell
5,178
-500
-9% -$22.5K 0.06% 372
2020
Q1 		$229K Sell
5,678
-3,316
-37% -$162K 0.08% 331
2019
Q4 		$476K Buy
8,994
+3,534
+65% +$180K 0.12% 225
2019
Q3 		$270K Buy
+5,460
New +$266K 0.08% 332
2019
Q1 		– Sell
-2,356
Closed -$99K – 696
2018
Q4 		$99K Buy
+2,356
New +$107K 0.04% 457
2018
Q1 		$88K Sell
1,998
-2
-0.1% -$92 0.04% 469
2017
Q4 		$92K Buy
+2,000
New +$89.6K 0.04% 457

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

MGO One Seven's DLN Position: Q2 2026 in Review

MGO One Seven reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.12% in Q2 2026, selling an estimated $567 and leaving 5,083 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #984.

MGO One Seven first reported a position in DLN in Q4 2017 and has held it in 28 quarters since. The position peaked at $515K in Q3 2025. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • MGO One Seven held 5,083 shares of WisdomTree US LargeCap Dividend Fund worth $490K as of Q2 2026.
  • MGO One Seven sold 6 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $567.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #984 holding.
  • MGO One Seven first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and has held it in 28 quarters since.
  • MGO One Seven's WisdomTree US LargeCap Dividend Fund position peaked at $515K in Q3 2025.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.