Powers Advisory Group
DLN icon

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
Q3 		$582K Buy
5,988
+26
+0.4% +$2.58K 0.18% 73
2026
Q2 		$574K Buy
5,962
+29
+0.5% +$2.74K 0.18% 77
2026
Q1 		$530K Buy
5,933
+24
+0.4% +$2.18K 0.19% 70
2025
Q4 		$520K Buy
5,909
+32
+0.5% +$2.8K 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

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Lee-Kelleher Wealth Management
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
FIDELIS iM
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Powers Advisory Group's DLN Position: Q3 2026 in Review

Powers Advisory Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.44% in Q3 2026, buying an estimated $2.58K and bringing the position to 5,988 shares worth $582K. The position accounts for 0.18% of the portfolio, ranked #73.

Powers Advisory Group first reported a position in DLN in Q4 2021 and has held it in 20 quarters since. The position peaked at $644K in Q1 2022. 112 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Powers Advisory Group held 5,988 shares of WisdomTree US LargeCap Dividend Fund worth $582K as of Q3 2026.
  • Powers Advisory Group bought 26 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $2.58K.
  • WisdomTree US LargeCap Dividend Fund made up 0.18% of Powers Advisory Group's portfolio in Q3 2026, its #73 holding.
  • Powers Advisory Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's WisdomTree US LargeCap Dividend Fund position peaked at $644K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.