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

PCG Wealth 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	$265K	Buy	2,749 +40	+1%	+$3.78K	0.06%	158
2026 Q1	$242K	Buy	2,709 +260	+11%	+$23.6K	0.06%	150
2025 Q4	$216K	Buy	2,449 +9	+0.4%	+$786	0.06%	146
2025 Q3	$212K	Sell	2,440 -11	-0.4%	-$931	0.06%	142
2025 Q2	$201K	Buy	+2,451	New	+$191K	0.1%	89
2024 Q1	–	Sell	-3,475	Closed	-$231K	–	115
2023 Q4	$231K	Sell	3,475 -545	-14%	-$34.2K	0.13%	89
2023 Q3	$247K	Sell	4,020 -30	-0.7%	-$1.91K	0.16%	86
2023 Q2	$258K	Buy	4,050 +360	+10%	+$22.3K	0.16%	87
2023 Q1	$228K	Buy	+3,690	New	+$229K	0.14%	96

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

PCG Wealth Advisors's DLN Position: Q2 2026 in Review

PCG Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.5% in Q2 2026, buying an estimated $3.78K and bringing the position to 2,749 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #158.

PCG Wealth Advisors first reported a position in DLN in Q1 2023 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

PCG Wealth Advisors held 2,749 shares of WisdomTree US LargeCap Dividend Fund worth $265K as of Q2 2026.
PCG Wealth Advisors bought 40 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.78K.
WisdomTree US LargeCap Dividend Fund made up 0.06% of PCG Wealth Advisors's portfolio in Q2 2026, its #158 holding.
PCG Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 9 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.