Moisand Fitzgerald Tamayo’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moisand Fitzgerald Tamayo’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	$546K	Hold	5,664	–	–	0.05%	78
2026 Q1	$506K	Hold	5,664	–	–	0.05%	77
2025 Q4	$499K	Hold	5,664	–	–	0.06%	77
2025 Q3	$493K	Hold	5,664	–	–	0.06%	79
2025 Q2	$465K	Hold	5,664	–	–	0.06%	78
2025 Q1	$450K	Hold	5,664	–	–	0.06%	73
2024 Q4	$441K	Hold	5,664	–	–	0.06%	74
2024 Q3	$445K	Hold	5,664	–	–	0.06%	75
2024 Q2	$412K	Hold	5,664	–	–	0.06%	76
2024 Q1	$409K	Hold	5,664	–	–	0.06%	75
2023 Q4	$376K	Hold	5,664	–	–	0.07%	77
2023 Q3	$348K	Hold	5,664	–	–	0.07%	77
2023 Q2	$360K	Hold	5,664	–	–	0.07%	77
2023 Q1	$350K	Hold	5,664	–	–	0.07%	80
2022 Q4	$351K	Hold	5,664	–	–	0.08%	80
2022 Q3	$313K	Hold	5,664	–	–	0.09%	78
2022 Q2	$335K	Hold	5,664	–	–	0.09%	77
2022 Q1	$372K	Hold	5,664	–	–	0.17%	57
2021 Q4	$374K	Hold	5,664	–	–	0.11%	71
2021 Q3	$338K	Hold	5,664	–	–	0.11%	69
2021 Q2	$341K	Hold	5,664	–	–	0.12%	65
2021 Q1	$325K	Hold	5,664	–	–	0.14%	64
2020 Q4	$304K	Hold	5,664	–	–	0.14%	61
2020 Q3	$275K	Hold	5,664	–	–	0.14%	62
2020 Q2	$263K	Hold	5,664	–	–	0.14%	60
2020 Q1	$229K	Hold	5,664	–	–	0.15%	62
2019 Q4	$300K	Hold	5,664	–	–	0.15%	63
2019 Q3	$281K	Hold	5,664	–	–	0.15%	65
2019 Q2	$274K	Hold	5,664	–	–	0.15%	64
2019 Q1	$267K	Hold	5,664	–	–	0.15%	66
2018 Q4	$239K	Hold	5,664	–	–	0.15%	65
2018 Q3	$270K	Hold	5,664	–	–	0.15%	65
2018 Q2	$254K	Hold	5,664	–	–	0.15%	66
2018 Q1	$251K	Hold	5,664	–	–	0.15%	68
2017 Q4	$261K	Hold	5,664	–	–	0.15%	56
2017 Q3	$246K	Hold	5,664	–	–	0.15%	62
2017 Q2	$238K	Hold	5,664	–	–	0.16%	57
2017 Q1	$235K	Hold	5,664	–	–	0.17%	57
2016 Q4	$226K	Hold	5,664	–	–	0.17%	58
2016 Q3	$218K	Hold	5,664	–	–	0.17%	57
2016 Q2	$215K	Hold	5,664	–	–	0.18%	52
2016 Q1	$208K	Hold	5,664	–	–	0.17%	51
2015 Q4	$201K	Buy	+5,664	New	+$203K	0.17%	53

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DLN Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,664 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #78.

Moisand Fitzgerald Tamayo first reported a position in DLN in Q4 2015 and has held it in 43 quarters since. 105 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Moisand Fitzgerald Tamayo held 5,664 shares of WisdomTree US LargeCap Dividend Fund worth $546K as of Q2 2026.
Moisand Fitzgerald Tamayo left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #78 holding.
Moisand Fitzgerald Tamayo first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and has held it in 43 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.