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Stratos Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stratos Wealth Advisors’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 		$10.3M Sell
107,012
-1,230
-1% -$116K 0.57% 43
2026
Q1 		$9.67M Sell
108,242
-566
-0.5% -$51.5K 0.59% 41
2025
Q4 		$9.58M Buy
108,808
+1,574
+1% +$137K 0.46% 55
2025
Q3 		$9.33M Buy
107,234
+2,606
+2% +$221K 0.45% 54
2025
Q2 		$8.59M Sell
104,628
-1,060
-1% -$82.8K 0.45% 54
2025
Q1 		$8.39M Buy
105,688
+1,637
+2% +$131K 0.46% 54
2024
Q4 		$8.09M Sell
104,051
-497
-0.5% -$39.6K 0.39% 64
2024
Q3 		$8.21M Buy
104,548
+650
+0.6% +$49.1K 0.38% 63
2024
Q2 		$7.56M Buy
103,898
+1,463
+1% +$104K 0.37% 67
2024
Q1 		$7.39M Buy
102,435
+2,472
+2% +$170K 0.44% 56
2023
Q4 		$6.64M Sell
99,963
-364
-0.4% -$22.9K 0.38% 61
2023
Q3 		$6.17M Buy
100,327
+1,852
+2% +$118K 0.41% 58
2023
Q2 		$6.26M Sell
98,475
-584
-0.6% -$36.2K 0.44% 52
2023
Q1 		$6.13M Sell
99,059
-690
-0.7% -$42.8K 0.47% 46
2022
Q4 		$6.18M Buy
99,749
+4,639
+5% +$283K 0.52% 39
2022
Q3 		$5.26M Buy
95,110
+4,442
+5% +$269K 0.55% 33
2022
Q2 		$5.36M Buy
90,668
+4,082
+5% +$257K 0.49% 43
2022
Q1 		$5.69M Buy
86,586
+3,891
+5% +$252K 0.46% 49
2021
Q4 		$5.46M Buy
82,695
+2,685
+3% +$170K 0.39% 61
2021
Q3 		$4.77M Buy
80,010
+1,742
+2% +$107K 0.41% 59
2021
Q2 		$4.71M Buy
78,268
+5,338
+7% +$318K 0.42% 61
2021
Q1 		$4.18M Buy
72,930
+2,056
+3% +$113K 0.44% 59
2020
Q4 		$3.81M Buy
70,874
+7,172
+11% +$367K 0.53% 48
2020
Q3 		$3.09M Buy
63,702
+2,920
+5% +$142K 0.75% 37
2020
Q2 		$2.82M Buy
60,782
+17,882
+42% +$805K 0.87% 34
2020
Q1 		$1.74M Buy
42,900
+10,624
+33% +$520K 1.23% 15
2019
Q4 		$1.71M Buy
+32,276
New +$1.64M 0.97% 24

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stratos Wealth Advisors's DLN Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.1% in Q2 2026, selling an estimated $116K and leaving 107,012 shares worth $10.3M. The position accounts for 0.57% of the portfolio, ranked #43.

Stratos Wealth Advisors first reported a position in DLN in Q4 2019 and has held it in 27 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Stratos Wealth Advisors held 107,012 shares of WisdomTree US LargeCap Dividend Fund worth $10.3M as of Q2 2026.
  • Stratos Wealth Advisors sold 1,230 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $116K.
  • WisdomTree US LargeCap Dividend Fund made up 0.57% of Stratos Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Stratos Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.