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

Mutual 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	$398K	Buy	4,132 +782	+23%	+$73.9K	0.01%	1060
2026 Q1	$299K	Buy	3,350 +3	+0.1%	+$273	0.01%	1128
2025 Q4	$295K	Sell	3,347 -2,000	-37%	-$175K	0.01%	1099
2025 Q3	$466K	Buy	5,347 +3	+0.1%	+$254	0.01%	889
2025 Q2	$451K	Buy	5,344 +5	+0.1%	+$391	0.01%	833
2025 Q1	$406K	Buy	5,339 +3	+0.1%	+$239	0.01%	798
2024 Q4	$421K	Buy	5,336 +4	+0.1%	+$319	0.01%	769
2024 Q3	$424K	Buy	5,332 +255	+5%	+$19.2K	0.01%	764
2024 Q2	$379K	Buy	5,077 +4	+0.1%	+$285	0.01%	807
2024 Q1	$366K	Sell	5,073 -482	-9%	-$33.1K	0.01%	799
2023 Q4	$369K	Buy	5,555 +6	+0.1%	+$377	0.01%	753
2023 Q3	$341K	Sell	5,549 -58	-1%	-$3.7K	0.01%	739
2023 Q2	$357K	Sell	5,607 -2,748	-33%	-$170K	0.01%	747
2023 Q1	$517K	Sell	8,355 -207	-2%	-$12.8K	0.02%	609
2022 Q4	$530K	Buy	+8,562	New	+$523K	0.02%	570

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

Mutual Advisors's DLN Position: Q2 2026 in Review

Mutual Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 23% in Q2 2026, buying an estimated $73.9K and bringing the position to 4,132 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1060.

Mutual Advisors first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $530K in Q4 2022. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Mutual Advisors held 4,132 shares of WisdomTree US LargeCap Dividend Fund worth $398K as of Q2 2026.
Mutual Advisors bought 782 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $73.9K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1060 holding.
Mutual Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Mutual Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $530K in Q4 2022.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.