PI
DLN icon

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

PFG Investments’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 		$893K Buy
9,276
+29
+0.3% +$2.74K 0.03% 421
2026
Q1 		$826K Buy
9,247
+92
+1% +$8.36K 0.04% 413
2025
Q4 		$806K Sell
9,155
-143
-2% -$12.5K 0.04% 404
2025
Q3 		$809K Buy
9,298
+29
+0.3% +$2.45K 0.04% 393
2025
Q2 		$761K Buy
9,269
+34
+0.4% +$2.66K 0.04% 380
2025
Q1 		$733K Buy
9,235
+323
+4% +$25.8K 0.05% 374
2024
Q4 		$693K Sell
8,912
-1,165
-12% -$92.9K 0.04% 381
2024
Q3 		$792K Buy
10,077
+40
+0.4% +$3.02K 0.05% 352
2024
Q2 		$730K Buy
10,037
+45
+0.5% +$3.2K 0.05% 335
2024
Q1 		$721K Buy
9,992
+44
+0.4% +$3.02K 0.04% 416
2023
Q4 		$660K Buy
9,948
+350
+4% +$22K 0.12% 189
2023
Q3 		$590K Buy
9,598
+11
+0.1% +$702 0.11% 201
2023
Q2 		$610K Buy
9,587
+1,594
+20% +$98.9K 0.11% 204
2023
Q1 		$494K Buy
+7,993
New +$496K 0.1% 233

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 Investments's DLN Position: Q2 2026 in Review

PFG Investments increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.31% in Q2 2026, buying an estimated $2.74K and bringing the position to 9,276 shares worth $893K. The position accounts for 0.03% of the portfolio, ranked #421.

PFG Investments first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • PFG Investments held 9,276 shares of WisdomTree US LargeCap Dividend Fund worth $893K as of Q2 2026.
  • PFG Investments bought 29 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.74K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of PFG Investments's portfolio in Q2 2026, its #421 holding.
  • PFG Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.