MWM
DLN icon

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

Mosley 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 		– Sell
-51
Closed -$4.44K – 793
2026
Q1 		$4.44K Buy
+51
New +$4.64K ﹤0.01% 346

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

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

Mosley Wealth Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 51 shares — an estimated $4.44K sold.

Mosley Wealth Management first reported a position in DLN in Q1 2026 and held it in 1 quarter. The position peaked at $4.44K in Q1 2026. 310 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Mosley Wealth Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 51 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $4.44K.
  • Mosley Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $4.44K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.