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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 105 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.
105 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.