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

PFG 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 		$2.64M Sell
27,391
-434
-2% -$41K 0.13% 189
2026
Q1 		$2.49M Sell
27,825
-5,197
-16% -$472K 0.12% 209
2025
Q4 		$2.91M Buy
33,022
+2,635
+9% +$230K 0.14% 169
2025
Q3 		$2.64M Buy
30,387
+4,521
+17% +$383K 0.11% 222
2025
Q2 		$2.12M Buy
25,866
+10,690
+70% +$835K 0.1% 195
2025
Q1 		$1.2M Buy
15,176
+10,365
+215% +$827K 0.07% 296
2024
Q4 		$374K Buy
+4,811
New +$384K 0.02% 531
2023
Q3 		– Sell
-4,456
Closed -$283K – 620
2023
Q2 		$283K Sell
4,456
-229
-5% -$14.2K 0.02% 536
2023
Q1 		$290K Buy
4,685
+23
+0.5% +$1.43K 0.02% 503
2022
Q4 		$289K Hold
4,662
– – 0.03% 459
2022
Q3 		$258K Hold
4,662
– – 0.03% 446
2022
Q2 		$276K Hold
4,662
– – 0.03% 327
2022
Q1 		$306K Sell
4,662
-50
-1% -$3.24K 0.03% 334
2021
Q4 		$311K Sell
4,712
-18
-0.4% -$1.14K 0.03% 432
2021
Q3 		$282K Sell
4,730
-24
-0.5% -$1.48K 0.03% 423
2021
Q2 		$286K Hold
4,754
– – 0.03% 406
2021
Q1 		$273K Hold
4,754
– – 0.04% 378
2020
Q4 		$256K Hold
4,754
– – 0.04% 327
2020
Q3 		$235K Sell
4,754
-516
-10% -$25.1K 0.05% 315
2020
Q2 		$247K Buy
5,270
+550
+12% +$24.8K 0.06% 273
2020
Q1 		$207K Buy
+4,720
New +$231K 0.06% 262

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

PFG Advisors's DLN Position: Q2 2026 in Review

PFG Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.6% in Q2 2026, selling an estimated $41K and leaving 27,391 shares worth $2.64M. The position accounts for 0.13% of the portfolio, ranked #189.

PFG Advisors first reported a position in DLN in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.91M in Q4 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • PFG Advisors held 27,391 shares of WisdomTree US LargeCap Dividend Fund worth $2.64M as of Q2 2026.
  • PFG Advisors sold 434 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $41K.
  • WisdomTree US LargeCap Dividend Fund made up 0.13% of PFG Advisors's portfolio in Q2 2026, its #189 holding.
  • PFG Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and has held it in 21 quarters since.
  • PFG Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $2.91M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.