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

Sequoia 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	$748K	Hold	7,766	–	–	﹤0.01%	1085
2026 Q1	$694K	Sell	7,766 -174	-2%	-$15.8K	﹤0.01%	1077
2025 Q4	$699K	Sell	7,940 -494	-6%	-$43.1K	﹤0.01%	1084
2025 Q3	$734K	Hold	8,434	–	–	﹤0.01%	948
2025 Q2	$693K	Buy	8,434 +607	+8%	+$47.4K	﹤0.01%	854
2025 Q1	$621K	Buy	+7,827	New	+$625K	﹤0.01%	777
2022 Q4	–	Sell	-6,596	Closed	-$364K	–	810
2022 Q3	$364K	Sell	6,596 -559	-8%	-$33.9K	0.01%	341
2022 Q2	$423K	Sell	7,155 -315	-4%	-$19.8K	0.01%	359
2022 Q1	$491K	Buy	7,470 +660	+10%	+$42.7K	0.01%	363
2021 Q4	$450K	Buy	+6,810	New	+$431K	0.01%	347
2021 Q3	–	Sell	-6,810	Closed	-$410K	–	308
2021 Q2	$410K	Buy	+6,810	New	+$406K	0.02%	314

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Sequoia Financial Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 7,766 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Sequoia Financial Advisors first reported a position in DLN in Q2 2021 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Sequoia Financial Advisors held 7,766 shares of WisdomTree US LargeCap Dividend Fund worth $748K as of Q2 2026.
Sequoia Financial Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1085 holding.
Sequoia Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and has held it in 11 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.