SWA
DLN icon

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

Sax Wealth 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 		$347K Buy
3,883
+12
+0.3% +$1.13K 0.01% 422
2026
Q1 		$341K Hold
3,871
– – 0.02% 357
2025
Q4 		$341K Sell
3,871
-898
-19% -$78.4K 0.02% 367
2025
Q3 		$415K Buy
4,769
+879
+23% +$74.4K 0.02% 305
2025
Q2 		$320K Buy
+3,890
New +$304K 0.02% 327

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

Sax Wealth Advisors's DLN Position: Q2 2026 in Review

Sax Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.31% in Q2 2026, buying an estimated $1.13K and bringing the position to 3,883 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #422.

Sax Wealth Advisors first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Sax Wealth Advisors held 3,883 shares of WisdomTree US LargeCap Dividend Fund worth $347K as of Q2 2026.
  • Sax Wealth Advisors bought 12 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.13K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • Sax Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $415K in Q3 2025.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.