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 Q3	$500K	Sell	5,048 -8,523	-63%	-$846K	0.08%	39
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

SMI Advisory Services's DLN Position: Q3 2026 in Review

SMI Advisory Services reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 63% in Q3 2026, selling an estimated $846K and leaving 5,048 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #39.

SMI Advisory Services first reported a position in DLN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q2 2026. 136 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

SMI Advisory Services held 5,048 shares of WisdomTree US LargeCap Dividend Fund worth $500K as of Q3 2026.
SMI Advisory Services sold 8,523 WisdomTree US LargeCap Dividend Fund shares in Q3 2026, an estimated $846K.
WisdomTree US LargeCap Dividend Fund made up 0.08% of SMI Advisory Services's portfolio in Q3 2026, its #39 holding.
SMI Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
SMI Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $1.32M in Q2 2026.
136 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.