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

MONECO 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 		$1.11M Buy
11,503
+203
+2% +$19.2K 0.07% 249
2026
Q1 		$1.01M Buy
11,300
+542
+5% +$49.3K 0.08% 211
2025
Q4 		$948K Buy
10,758
+1,036
+11% +$90.5K 0.08% 218
2025
Q3 		$846K Buy
9,722
+12
+0.1% +$1.01K 0.07% 226
2025
Q2 		$798K Buy
9,710
+109
+1% +$8.51K 0.07% 215
2025
Q1 		$762K Buy
9,601
+414
+5% +$33K 0.08% 212
2024
Q4 		$715K Buy
+9,187
New +$733K 0.08% 218

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

MONECO Advisors's DLN Position: Q2 2026 in Review

MONECO Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 11,503 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #249.

MONECO Advisors first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • MONECO Advisors held 11,503 shares of WisdomTree US LargeCap Dividend Fund worth $1.11M as of Q2 2026.
  • MONECO Advisors bought 203 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $19.2K.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of MONECO Advisors's portfolio in Q2 2026, its #249 holding.
  • MONECO Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.