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

Rollins 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 		$2.74M Sell
28,492
-43
-0.2% -$4.06K 0.36% 43
2026
Q1 		$2.55M Sell
28,535
-697
-2% -$63.4K 0.4% 38
2025
Q4 		$2.57M Buy
29,232
+3
+0% +$262 0.38% 38
2025
Q3 		$2.54M Sell
29,229
-471
-2% -$39.9K 0.39% 37
2025
Q2 		$2.44M Sell
29,700
-161
-0.5% -$12.6K 0.39% 37
2025
Q1 		$2.37M Buy
29,861
+433
+1% +$34.5K 0.41% 37
2024
Q4 		$2.29M Buy
29,428
+1,009
+4% +$80.5K 0.36% 39
2024
Q3 		$2.23M Buy
28,419
+2,424
+9% +$183K 0.37% 38
2024
Q2 		$1.89M Buy
25,995
+357
+1% +$25.4K 0.32% 37
2024
Q1 		$1.85M Buy
25,638
+735
+3% +$50.5K 0.35% 35
2023
Q4 		$1.65M Buy
+24,903
New +$1.56M 0.35% 36

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

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

Rollins Financial Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.15% in Q2 2026, selling an estimated $4.06K and leaving 28,492 shares worth $2.74M. The position accounts for 0.36% of the portfolio, ranked #43.

Rollins Financial Advisors first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Rollins Financial Advisors held 28,492 shares of WisdomTree US LargeCap Dividend Fund worth $2.74M as of Q2 2026.
  • Rollins Financial Advisors sold 43 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $4.06K.
  • WisdomTree US LargeCap Dividend Fund made up 0.36% of Rollins Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Rollins Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.