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Summit Wealth Group (Colorado)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Summit Wealth Group (Colorado)’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 		$743K Buy
7,709
+9
+0.1% +$850 0.06% 164
2026
Q1 		$688K Buy
7,700
+23
+0.3% +$2.09K 0.07% 144
2025
Q4 		$676K Sell
7,677
-1,780
-19% -$155K 0.09% 123
2025
Q3 		$847K Buy
9,457
+1,822
+24% +$154K 0.13% 106
2025
Q2 		$627K Buy
+7,635
New +$596K 0.16% 114

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DLN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.12% in Q2 2026, buying an estimated $850 and bringing the position to 7,709 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #164.

Summit Wealth Group (Colorado) first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $847K in Q3 2025. 204 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 7,709 shares of WisdomTree US LargeCap Dividend Fund worth $743K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 9 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $850.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #164 holding.
  • Summit Wealth Group (Colorado) first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s WisdomTree US LargeCap Dividend Fund position peaked at $847K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.