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

Stratos Wealth Partners’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 Q1	$29.4M	Sell	329,663 -37,906	-10%	-$3.45M	0.33%	55
2025 Q4	$32.4M	Buy	367,569 +1,001	+0.3%	+$87.4K	0.37%	45
2025 Q3	$31.9M	Buy	366,568 +14,503	+4%	+$1.23M	0.38%	47
2025 Q2	$28.9M	Sell	352,065 -32,038	-8%	-$2.5M	0.39%	50
2025 Q1	$30.5M	Sell	384,103 -37,605	-9%	-$3M	0.46%	40
2024 Q4	$32.8M	Sell	421,708 -12,911	-3%	-$1.03M	0.46%	35
2024 Q3	$34.1M	Sell	434,619 -51	-0%	-$3.85K	0.49%	32
2024 Q2	$31.6M	Sell	434,670 -29,821	-6%	-$2.12M	0.51%	31
2024 Q1	$33.5M	Sell	464,491 -18,356	-4%	-$1.26M	0.56%	28
2023 Q4	$32.1M	Sell	482,847 -12,979	-3%	-$815K	0.6%	25
2023 Q3	$30.5M	Buy	495,826 +28,903	+6%	+$1.84M	0.66%	25
2023 Q2	$29.7M	Buy	466,923 +5,475	+1%	+$340K	0.67%	24
2023 Q1	$28.5M	Sell	461,448 -111,331	-19%	-$6.91M	0.76%	19
2022 Q4	$35.5M	Sell	572,779 -11,326	-2%	-$691K	0.9%	16
2022 Q3	$32.3M	Buy	584,105 +73,293	+14%	+$4.44M	0.9%	16
2022 Q2	$30.2M	Sell	510,812 -11,482	-2%	-$722K	0.76%	23
2022 Q1	$34.3M	Sell	522,294 -17,263	-3%	-$1.12M	0.77%	21
2021 Q4	$35.6M	Sell	539,557 -1,829	-0.3%	-$116K	0.79%	21
2021 Q3	$32.3M	Sell	541,386 -11,268	-2%	-$694K	0.82%	20
2021 Q2	$33.2M	Buy	552,654 +1,742	+0.3%	+$104K	0.83%	17
2021 Q1	$31.6M	Sell	550,912 -50,486	-8%	-$2.78M	0.87%	17
2020 Q4	$32.3M	Sell	601,398 -95,802	-14%	-$4.9M	0.96%	13
2020 Q3	$33.8M	Sell	697,200 -24,228	-3%	-$1.18M	1.11%	11
2020 Q2	$33.5M	Buy	721,428 +160,042	+29%	+$7.2M	1.19%	11
2020 Q1	$22.7M	Buy	561,386 +11,740	+2%	+$575K	1.04%	15
2019 Q4	$29.1M	Buy	549,646 +62,336	+13%	+$3.18M	1.14%	15
2019 Q3	$24.1M	Buy	487,310 +7,758	+2%	+$378K	1.04%	15
2019 Q2	$23.2M	Buy	479,552 +2,242	+0.5%	+$107K	1.01%	15
2019 Q1	$22.5M	Buy	477,310 +36,716	+8%	+$1.67M	1.01%	13
2018 Q4	$18.6M	Sell	440,594 -43,470	-9%	-$1.97M	0.96%	14
2018 Q3	$23.1M	Sell	484,064 -90,756	-16%	-$4.26M	1.03%	12
2018 Q2	$25.8M	Buy	574,820 +10,270	+2%	+$461K	1.15%	11
2018 Q1	$25M	Sell	564,550 -18,860	-3%	-$869K	1.05%	11
2017 Q4	$26.9M	Buy	583,410 +2,826	+0.5%	+$127K	1.21%	11
2017 Q3	$25.2M	Buy	580,584 +7,626	+1%	+$325K	1.19%	12
2017 Q2	$24.1M	Sell	572,958 -11,480	-2%	-$480K	1.24%	11
2017 Q1	$24.2M	Sell	584,438 -4,150	-0.7%	-$170K	1.37%	11
2016 Q4	$23.5M	Buy	588,588 +9,508	+2%	+$369K	1.46%	9
2016 Q3	$22.3M	Buy	579,080 +18,370	+3%	+$709K	1.5%	12
2016 Q2	$21.2M	Buy	560,710 +35,206	+7%	+$1.3M	1.58%	11
2016 Q1	$19.3M	Sell	525,504 -9,002	-2%	-$312K	1.65%	13
2015 Q4	$19M	Buy	534,506 +481,194	+903%	+$17.2M	1.59%	14
2015 Q3	$1.79M	Buy	+53,312	New	+$1.88M	0.23%	90
2015 Q2	–	Sell	-11,990	Closed	-$440K	–	542
2015 Q1	$440K	Sell	11,990 -6,398	-35%	-$236K	0.05%	331
2014 Q4	$682K	Buy	+18,388	New	+$668K	0.12%	173

Other funds holding DLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stratos Wealth Partners's DLN Position: Q1 2026 in Review

Stratos Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 10% in Q1 2026, selling an estimated $3.45M and leaving 329,663 shares worth $29.4M. The position accounts for 0.33% of the portfolio, ranked #55.

Stratos Wealth Partners first reported a position in DLN in Q4 2014 and has held it in 45 quarters since. The position peaked at $35.6M in Q4 2021. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Stratos Wealth Partners held 329,663 shares of WisdomTree US LargeCap Dividend Fund worth $29.4M as of Q1 2026.
Stratos Wealth Partners sold 37,906 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $3.45M.
WisdomTree US LargeCap Dividend Fund made up 0.33% of Stratos Wealth Partners's portfolio in Q1 2026, its #55 holding.
Stratos Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2014 and has held it in 45 quarters since.
Stratos Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $35.6M in Q4 2021.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.