Modern Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Modern Wealth Management’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	$658K	Buy	6,836 +1,736	+34%	+$164K	0.01%	636
2026 Q1	$456K	Hold	5,100	–	–	0.01%	599
2025 Q4	$449K	Sell	5,100 -5	-0.1%	-$437	0.01%	559
2025 Q3	$444K	Sell	5,105 -307	-6%	-$26K	0.01%	537
2025 Q2	$445K	Buy	5,412 +198	+4%	+$15.5K	0.01%	508
2025 Q1	$414K	Sell	5,214 -2,003	-28%	-$160K	0.01%	458
2024 Q4	$561K	Buy	7,217 +4,423	+158%	+$353K	0.02%	343
2024 Q3	$219K	Buy	+2,794	New	+$211K	0.01%	400

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

Modern Wealth Management's DLN Position: Q2 2026 in Review

Modern Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 34% in Q2 2026, buying an estimated $164K and bringing the position to 6,836 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #636.

Modern Wealth Management first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Modern Wealth Management held 6,836 shares of WisdomTree US LargeCap Dividend Fund worth $658K as of Q2 2026.
Modern Wealth Management bought 1,736 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $164K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #636 holding.
Modern Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.