Sound Income Strategies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sound Income Strategies’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	–	Sell	-109	Closed	-$9.75K	–	954
2026 Q1	$9.75K	Hold	109	–	–	﹤0.01%	1515
2025 Q4	$9.85K	Hold	109	–	–	﹤0.01%	1473
2025 Q3	$9.45K	Hold	109	–	–	﹤0.01%	1022
2025 Q2	$8.96K	Buy	109 +3	+3%	+$234	﹤0.01%	964
2025 Q1	$8.41K	Hold	106	–	–	﹤0.01%	947
2024 Q4	$8.25K	Hold	106	–	–	﹤0.01%	882
2024 Q3	$8.33K	Hold	106	–	–	﹤0.01%	835
2024 Q2	$7.71K	Hold	106	–	–	﹤0.01%	831
2024 Q1	$7.65K	Hold	106	–	–	﹤0.01%	824
2023 Q4	$7.04K	Hold	106	–	–	﹤0.01%	814
2023 Q3	$6.52K	Hold	106	–	–	﹤0.01%	686
2023 Q2	$6.74K	Hold	106	–	–	﹤0.01%	676
2023 Q1	$6.56K	Hold	106	–	–	﹤0.01%	652
2022 Q4	$6.57K	Hold	106	–	–	﹤0.01%	604
2022 Q3	$6K	Hold	106	–	–	﹤0.01%	551
2022 Q2	$6K	Hold	106	–	–	﹤0.01%	556
2022 Q1	$7K	Hold	106	–	–	﹤0.01%	537
2021 Q4	$7K	Hold	106	–	–	﹤0.01%	527
2021 Q3	$6K	Hold	106	–	–	﹤0.01%	535
2021 Q2	$6K	Hold	106	–	–	﹤0.01%	566
2021 Q1	$6.08K	Hold	106	–	–	﹤0.01%	585
2020 Q4	$6K	Hold	106	–	–	﹤0.01%	547
2020 Q3	$5K	Hold	106	–	–	﹤0.01%	536
2020 Q2	$5K	Hold	106	–	–	﹤0.01%	496
2020 Q1	$4K	Hold	106	–	–	﹤0.01%	477
2019 Q4	$6K	Hold	106	–	–	﹤0.01%	421
2019 Q3	$5K	Hold	106	–	–	﹤0.01%	415
2019 Q2	$5K	Hold	106	–	–	﹤0.01%	432
2019 Q1	$5K	Hold	106	–	–	﹤0.01%	427
2018 Q4	$4K	Hold	106	–	–	﹤0.01%	455
2018 Q3	$5K	Hold	106	–	–	﹤0.01%	450
2018 Q2	$5K	Hold	106	–	–	﹤0.01%	419
2018 Q1	$5K	Hold	106	–	–	﹤0.01%	382
2017 Q4	$5K	Buy	+106	New	+$4.75K	﹤0.01%	318

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Sound Income Strategies's DLN Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 109 shares — an estimated $9.75K sold.

Sound Income Strategies first reported a position in DLN in Q4 2017 and held it in 34 quarters. The position peaked at $9.85K in Q4 2025. 390 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 109 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $9.75K.
Sound Income Strategies first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 34 quarters.
Sound Income Strategies's WisdomTree US LargeCap Dividend Fund position peaked at $9.85K in Q4 2025.
390 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.