OBWA
DLN icon

Oak Barrel Wealth Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Oak Barrel Wealth Advisory’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 		$650K Buy
+6,744
New +$637K 0.29% 44
2025
Q4 		$589K Buy
+6,684
New +$584K 0.35% 46

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

Oak Barrel Wealth Advisory's DLN Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 6,744 shares worth $650K. The stake represents 0.29% of the portfolio and ranks #44 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in DLN as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in DLN in Q4 2025 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Oak Barrel Wealth Advisory held 6,744 shares of WisdomTree US LargeCap Dividend Fund worth $650K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.29% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #44 holding.
  • Oak Barrel Wealth Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.