Midland Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Midland 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	$497K	Sell	5,165 -408	-7%	-$38.6K	0.02%	110
2026 Q1	$498K	Sell	5,573 -339	-6%	-$30.8K	0.03%	112
2025 Q4	$521K	Sell	5,912 -1,096	-16%	-$95.7K	0.03%	106
2025 Q3	$610K	Sell	7,008 -675	-9%	-$57.1K	0.03%	100
2025 Q2	$631K	Sell	7,683 -31	-0.4%	-$2.42K	0.03%	102
2025 Q1	$612K	Sell	7,714 -261	-3%	-$20.8K	0.04%	114
2024 Q4	$620K	Sell	7,975 -318	-4%	-$25.4K	0.04%	118
2024 Q3	$651K	Sell	8,293 -934	-10%	-$70.5K	0.04%	120
2024 Q2	$671K	Sell	9,227 -176	-2%	-$12.5K	0.04%	117
2024 Q1	$679K	Sell	9,403 -443	-4%	-$30.4K	0.04%	115
2023 Q4	$654K	Buy	+9,846	New	+$619K	0.04%	116

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

Midland Wealth Advisors's DLN Position: Q2 2026 in Review

Midland Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.3% in Q2 2026, selling an estimated $38.6K and leaving 5,165 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #110.

Midland Wealth Advisors first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $679K in Q1 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Midland Wealth Advisors held 5,165 shares of WisdomTree US LargeCap Dividend Fund worth $497K as of Q2 2026.
Midland Wealth Advisors sold 408 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $38.6K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Midland Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $679K in Q1 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.