Powers Advisory Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Powers Advisory Group’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 Q1	$530K	Buy	5,933 +24	+0.4%	+$2.18K	0.19%	70
2025 Q4	$520K	Buy	5,909 +32	+0.5%	+$2.79K	0.2%	71
2025 Q3	$511K	Buy	5,877 +28	+0.5%	+$2.37K	0.2%	71
2025 Q2	$480K	Buy	5,849 +33	+0.6%	+$2.58K	0.21%	69
2025 Q1	$462K	Sell	5,816 -485	-8%	-$38.7K	0.22%	68
2024 Q4	$490K	Buy	6,301 +34	+0.5%	+$2.71K	0.25%	63
2024 Q3	$492K	Buy	6,267 +32	+0.5%	+$2.42K	0.25%	63
2024 Q2	$454K	Buy	6,235 +37	+0.6%	+$2.63K	0.25%	62
2024 Q1	$447K	Buy	6,198 +27	+0.4%	+$1.85K	0.26%	61
2023 Q4	$410K	Buy	6,171 +45	+0.7%	+$2.83K	0.25%	64
2023 Q3	$377K	Buy	6,126 +38	+0.6%	+$2.42K	0.26%	67
2023 Q2	$387K	Buy	6,088 +38	+0.6%	+$2.36K	0.26%	67
2023 Q1	$374K	Buy	6,050 +35	+0.6%	+$2.17K	0.26%	67
2022 Q4	$373K	Sell	6,015 -2,306	-28%	-$141K	0.27%	68
2022 Q3	$460K	Buy	8,321 +59	+0.7%	+$3.58K	0.37%	59
2022 Q2	$488K	Sell	8,262 -1,541	-16%	-$96.9K	0.38%	61
2022 Q1	$644K	Buy	9,803 +4,239	+76%	+$274K	0.45%	53
2021 Q4	$367K	Buy	+5,564	New	+$352K	0.26%	74

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Powers Advisory Group's DLN Position: Q1 2026 in Review

Powers Advisory Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.41% in Q1 2026, buying an estimated $2.18K and bringing the position to 5,933 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #70.

Powers Advisory Group first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $644K in Q1 2022. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Powers Advisory Group held 5,933 shares of WisdomTree US LargeCap Dividend Fund worth $530K as of Q1 2026.
Powers Advisory Group bought 24 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $2.18K.
WisdomTree US LargeCap Dividend Fund made up 0.19% of Powers Advisory Group's portfolio in Q1 2026, its #70 holding.
Powers Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
Powers Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $644K in Q1 2022.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.