Sheets Smith Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sheets Smith Wealth Management’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	$346K	Buy	3,595 +2	+0.1%	+$189	0.03%	339
2026 Q1	$321K	Buy	3,593 +2	+0.1%	+$182	0.04%	343
2025 Q4	$316K	Buy	3,591 +2	+0.1%	+$175	0.03%	341
2025 Q3	$312K	Buy	3,589 +2	+0.1%	+$169	0.04%	335
2025 Q2	$295K	Buy	3,587 +3	+0.1%	+$234	0.03%	345
2025 Q1	$284K	Buy	3,584 +11	+0.3%	+$878	0.04%	306
2024 Q4	$278K	Buy	3,573 +13	+0.4%	+$1.04K	0.03%	322
2024 Q3	$280K	Buy	3,560 +5	+0.1%	+$377	0.03%	322
2024 Q2	$259K	Buy	3,555 +2	+0.1%	+$142	0.03%	334
2024 Q1	$256K	Buy	3,553 +2	+0.1%	+$137	0.03%	338
2023 Q4	$236K	Sell	3,551 -22	-0.6%	-$1.38K	0.03%	314
2023 Q3	$220K	Buy	3,573 +2	+0.1%	+$128	0.03%	297
2023 Q2	$227K	Sell	3,571 -205	-5%	-$12.7K	0.03%	301
2023 Q1	$234K	Buy	+3,776	New	+$234K	0.04%	287

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

Sheets Smith Wealth Management's DLN Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.06% in Q2 2026, buying an estimated $189 and bringing the position to 3,595 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #339.

Sheets Smith Wealth Management first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Sheets Smith Wealth Management held 3,595 shares of WisdomTree US LargeCap Dividend Fund worth $346K as of Q2 2026.
Sheets Smith Wealth Management bought 2 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $189.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #339 holding.
Sheets Smith Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.