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

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return