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

Sanctuary 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 		$20.7M Buy
214,976
+5,212
+2% +$493K 0.1% 220
2026
Q1 		$18.7M Buy
209,764
+6,852
+3% +$623K 0.1% 210
2025
Q4 		$17.9M Buy
202,912
+23,421
+13% +$2.05M 0.1% 215
2025
Q3 		$15.6M Buy
179,491
+16,959
+10% +$1.44M 0.09% 231
2025
Q2 		$13.4M Sell
162,532
-1,057
-0.6% -$82.6K 0.08% 251
2025
Q1 		$13M Buy
163,589
+6,303
+4% +$503K 0.09% 230
2024
Q4 		$12.7M Buy
157,286
+1,125
+0.7% +$89.7K 0.08% 257
2024
Q3 		$12.7M Sell
156,161
-6,363
-4% -$480K 0.08% 269
2024
Q2 		$11.3M Buy
+162,524
New +$11.6M 0.08% 256

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

Sanctuary Advisors's DLN Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.5% in Q2 2026, buying an estimated $493K and bringing the position to 214,976 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #220.

Sanctuary Advisors first reported a position in DLN in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Sanctuary Advisors held 214,976 shares of WisdomTree US LargeCap Dividend Fund worth $20.7M as of Q2 2026.
  • Sanctuary Advisors bought 5,212 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $493K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Sanctuary Advisors's portfolio in Q2 2026, its #220 holding.
  • Sanctuary Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.