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Moller Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Moller Wealth Partners’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 		$8.84M Sell
91,793
-261
-0.3% -$24.7K 1.6% 21
2026
Q1 		$8.22M Buy
92,054
+3,159
+4% +$287K 1.62% 19
2025
Q4 		$7.83M Sell
88,895
-204
-0.2% -$17.8K 1.64% 19
2025
Q3 		$7.75M Sell
89,099
-3,706
-4% -$314K 1.62% 20
2025
Q2 		$7.62M Sell
92,805
-551
-0.6% -$43K 1.68% 19
2025
Q1 		$7.41M Sell
93,356
-1,250
-1% -$99.7K 1.83% 19
2024
Q4 		$7.36M Sell
94,606
-1,337
-1% -$107K 1.94% 17
2024
Q3 		$7.54M Sell
95,943
-275
-0.3% -$20.8K 1.88% 19
2024
Q2 		$7M Sell
96,218
-1,314
-1% -$93.5K 1.87% 20
2024
Q1 		$7.04M Sell
97,532
-3,815
-4% -$262K 1.91% 20
2023
Q4 		$6.73M Buy
101,347
+131
+0.1% +$8.23K 1.9% 20
2023
Q3 		$6.22M Sell
101,216
-1,982
-2% -$126K 1.98% 19
2023
Q2 		$6.56M Sell
103,198
-3,518
-3% -$218K 2.01% 19
2023
Q1 		$6.6M Sell
106,716
-487
-0.5% -$30.2K 2.04% 18
2022
Q4 		$6.64M Buy
107,203
+1,152
+1% +$70.3K 2.13% 18
2022
Q3 		$5.86M Sell
106,051
-1,059
-1% -$64.2K 2.11% 18
2022
Q2 		$6.33M Sell
107,110
-523
-0.5% -$32.9K 2.15% 18
2022
Q1 		$7.07M Sell
107,633
-356
-0.3% -$23.1K 2.2% 18
2021
Q4 		$7.13M Sell
107,989
-1,343
-1% -$85K 2.28% 18
2021
Q3 		$6.52M Sell
109,332
-1,536
-1% -$94.6K 2.16% 18
2021
Q2 		$6.67M Sell
110,868
-1,154
-1% -$68.8K 2.19% 17
2021
Q1 		$6.42M Buy
112,022
+6,610
+6% +$364K 2.24% 17
2020
Q4 		$5.67M Sell
105,412
-4,790
-4% -$245K 2.34% 16
2020
Q3 		$5.35M Sell
110,202
-14,682
-12% -$713K 2.4% 15
2020
Q2 		$5.8M Buy
124,884
+51,032
+69% +$2.3M 2.54% 15
2020
Q1 		$2.99M Buy
73,852
+32,584
+79% +$1.6M 1.55% 16
2019
Q4 		$2.19M Hold
41,268
– – 0.97% 20
2019
Q3 		$2.04M Hold
41,268
– – 0.99% 20
2019
Q2 		$2M Sell
41,268
-84
-0.2% -$4.01K 1.02% 20
2019
Q1 		$1.95M Hold
41,352
– – 0.87% 20
2018
Q4 		$1.8M Hold
41,352
– – 1.17% 18
2018
Q3 		$1.97M Hold
41,352
– – 0.86% 17
2018
Q2 		$1.86M Hold
41,352
– – 0.72% 20
2018
Q1 		$1.83M Sell
41,352
-640
-2% -$29.5K 0.79% 19
2017
Q4 		$1.93M Hold
41,992
– – 0.74% 19
2017
Q3 		$1.82M Hold
41,992
– – 0.7% 19
2017
Q2 		$1.76M Hold
41,992
– – 0.74% 18
2017
Q1 		$1.74M Hold
41,992
– – 0.76% 19
2016
Q4 		$1.68M Hold
41,992
– – 0.83% 17
2016
Q3 		$1.62M Hold
41,992
– – 0.74% 19
2016
Q2 		$1.59M Hold
41,992
– – 0.78% 19
2016
Q1 		$1.54M Hold
41,992
– – 0.9% 18
2015
Q4 		$1.49M Hold
41,992
– – 0.82% 20
2015
Q3 		$1.41M Hold
41,992
– – 1.31% 15
2015
Q2 		$1.52M Hold
41,992
– – 0.69% 20
2015
Q1 		$1.54M Hold
41,992
– – 0.71% 19
2014
Q4 		$1.56M Sell
41,992
-968
-2% -$35.1K 0.77% 18
2014
Q3 		$1.53M Hold
42,960
– – 0.72% 20
2014
Q2 		$1.52M Hold
42,960
– – 0.69% 19
2014
Q1 		$1.45M Sell
42,960
-7,766
-15% -$255K 0.74% 21
2013
Q4 		$1.69M Buy
50,726
+50
+0.1% +$1.61K 0.91% 18
2013
Q3 		$1.55M Buy
50,676
+48
+0.1% +$1.48K 0.97% 21
2013
Q2 		$1.51M Buy
+50,628
New +$1.53M 1.11% 17

Other funds holding DLN

TC
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
CL
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LI
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
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

Moller Wealth Partners's DLN Position: Q2 2026 in Review

Moller Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.28% in Q2 2026, selling an estimated $24.7K and leaving 91,793 shares worth $8.84M. The position accounts for 1.6% of the portfolio, ranked #21.

Moller Wealth Partners first reported a position in DLN in Q2 2013 and has held it in 53 quarters since. 182 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Moller Wealth Partners held 91,793 shares of WisdomTree US LargeCap Dividend Fund worth $8.84M as of Q2 2026.
  • Moller Wealth Partners sold 261 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $24.7K.
  • WisdomTree US LargeCap Dividend Fund made up 1.6% of Moller Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Moller Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • 182 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.