Seven Springs Wealth Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Seven Springs Wealth Group’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	Hold	3,600	–	–	0.08%	67
2026 Q1	$322K	Hold	3,600	–	–	0.07%	64
2025 Q4	$317K	Hold	3,600	–	–	0.09%	66
2025 Q3	$313K	Hold	3,600	–	–	0.08%	67
2025 Q2	$296K	Hold	3,600	–	–	0.07%	67
2025 Q1	$286K	Hold	3,600	–	–	0.1%	65
2024 Q4	$280K	Hold	3,600	–	–	0.1%	64
2024 Q3	$283K	Hold	3,600	–	–	0.1%	63
2024 Q2	$262K	Hold	3,600	–	–	0.1%	58
2024 Q1	$260K	Hold	3,600	–	–	0.1%	59
2023 Q4	$239K	Hold	3,600	–	–	0.11%	54
2023 Q3	$221K	Hold	3,600	–	–	0.11%	54
2023 Q2	$229K	Hold	3,600	–	–	0.11%	55
2023 Q1	$223K	Hold	3,600	–	–	0.11%	58
2022 Q4	$223K	Buy	+3,600	New	+$220K	0.11%	53
2022 Q3	–	Sell	-3,600	Closed	-$213K	–	60
2022 Q2	$213K	Hold	3,600	–	–	0.11%	63
2022 Q1	$237K	Hold	3,600	–	–	0.11%	61
2021 Q4	$238K	Hold	3,600	–	–	0.11%	59
2021 Q3	$215K	Hold	3,600	–	–	0.11%	70
2021 Q2	$217K	Hold	3,600	–	–	0.09%	72
2021 Q1	$206K	Hold	3,600	–	–	0.1%	49
2020 Q4	$194K	Hold	3,600	–	–	0.1%	50
2020 Q3	$175K	Hold	3,600	–	–	0.11%	50
2020 Q2	$167K	Hold	3,600	–	–	0.11%	48
2020 Q1	$146K	Hold	3,600	–	–	0.1%	54
2019 Q4	$191K	Buy	+3,600	New	+$183K	0.13%	54

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

Seven Springs Wealth Group's DLN Position: Q2 2026 in Review

Seven Springs Wealth Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,600 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #67.

Seven Springs Wealth Group first reported a position in DLN in Q4 2019 and has held it in 26 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Seven Springs Wealth Group held 3,600 shares of WisdomTree US LargeCap Dividend Fund worth $347K as of Q2 2026.
Seven Springs Wealth Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.08% of Seven Springs Wealth Group's portfolio in Q2 2026, its #67 holding.
Seven Springs Wealth Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.