SAS
DLN icon

SMI Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SMI Advisory Services’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 		$1.32M Buy
13,571
+10,242
+308% +$968K 0.21% 25
2026
Q1 		$299K Buy
3,329
+10
+0.3% +$909 0.05% 50
2025
Q4 		$298K Buy
+3,319
New +$290K 0.05% 48

Other funds holding DLN

TC
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
CL
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
LI
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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

SMI Advisory Services's DLN Position: Q2 2026 in Review

SMI Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 308% in Q2 2026, buying an estimated $968K and bringing the position to 13,571 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #25.

SMI Advisory Services first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • SMI Advisory Services held 13,571 shares of WisdomTree US LargeCap Dividend Fund worth $1.32M as of Q2 2026.
  • SMI Advisory Services bought 10,242 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $968K.
  • WisdomTree US LargeCap Dividend Fund made up 0.21% of SMI Advisory Services's portfolio in Q2 2026, its #25 holding.
  • SMI Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.