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

Resurgent Financial 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 		$1.88M Sell
19,569
-144
-0.7% -$13.6K 0.52% 39
2026
Q1 		$1.76M Buy
19,713
+15
+0.1% +$1.36K 0.64% 35
2025
Q4 		$1.73M Sell
19,698
-80
-0.4% -$6.99K 0.87% 24
2025
Q3 		$1.72M Sell
19,778
-558
-3% -$47.2K 0.84% 26
2025
Q2 		$1.67M Sell
20,336
-1,678
-8% -$131K 0.92% 24
2025
Q1 		$1.75M Sell
22,014
-211
-0.9% -$16.8K 1.05% 19
2024
Q4 		$1.73M Sell
22,225
-871
-4% -$69.5K 1.02% 22
2024
Q3 		$1.81M Sell
23,096
-127
-0.5% -$9.58K 1.06% 20
2024
Q2 		$1.69M Sell
23,223
-24,233
-51% -$1.72M 1.05% 21
2024
Q1 		$3.43M Buy
47,456
+23,730
+100% +$1.63M 1.83% 8
2023
Q4 		$1.57M Sell
23,726
-841
-3% -$52.8K 0.97% 20
2023
Q3 		$1.51M Buy
24,567
+30
+0.1% +$1.91K 1.03% 21
2023
Q2 		$1.56M Buy
24,537
+384
+2% +$23.8K 1.03% 20
2023
Q1 		$1.49M Buy
24,153
+50
+0.2% +$3.1K 0.99% 21
2022
Q4 		$1.49M Buy
24,103
+332
+1% +$20.3K 0.79% 30
2022
Q3 		$1.31M Buy
23,771
+1,512
+7% +$91.7K 0.88% 30
2022
Q2 		$1.32M Buy
22,259
+4,650
+26% +$292K 0.84% 32
2022
Q1 		$1.16M Buy
17,609
+112
+0.6% +$7.25K 0.72% 32
2021
Q4 		$1.16M Buy
+17,497
New +$1.11M 0.92% 27

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

Resurgent Financial Advisors's DLN Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.73% in Q2 2026, selling an estimated $13.6K and leaving 19,569 shares worth $1.88M. The position accounts for 0.52% of the portfolio, ranked #39.

Resurgent Financial Advisors first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q1 2024. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Resurgent Financial Advisors held 19,569 shares of WisdomTree US LargeCap Dividend Fund worth $1.88M as of Q2 2026.
  • Resurgent Financial Advisors sold 144 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $13.6K.
  • WisdomTree US LargeCap Dividend Fund made up 0.52% of Resurgent Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • Resurgent Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $3.43M in Q1 2024.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.