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Tobias Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tobias Financial 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 		$5.95M Buy
61,735
+321
+0.5% +$30.3K 0.76% 26
2026
Q1 		$5.49M Sell
61,414
-5,471
-8% -$497K 0.76% 26
2025
Q4 		$5.89M Buy
66,885
+8
+0% +$699 0.83% 24
2025
Q3 		$5.82M Sell
66,877
-995
-1% -$84.2K 0.88% 25
2025
Q2 		$5.58M Sell
67,872
-5,373
-7% -$420K 0.95% 23
2025
Q1 		$5.81M Sell
73,245
-3,962
-5% -$316K 1.13% 18
2024
Q4 		$6.01M Sell
77,207
-4,367
-5% -$348K 1.21% 18
2024
Q3 		$6.41M Sell
81,574
-1,917
-2% -$145K 1.28% 17
2024
Q2 		$6.07M Sell
83,491
-6,360
-7% -$453K 1.31% 17
2024
Q1 		$6.49M Sell
89,851
-4,217
-4% -$290K 1.47% 16
2023
Q4 		$6.24M Sell
94,068
-30,238
-24% -$1.9M 1.52% 16
2023
Q3 		$7.64M Sell
124,306
-66,875
-35% -$4.27M 2.01% 13
2023
Q2 		$12.2M Buy
191,181
+2,732
+1% +$169K 3.28% 9
2023
Q1 		$11.7M Sell
188,449
-27,235
-13% -$1.69M 3.42% 10
2022
Q4 		$13.4M Buy
215,684
+503
+0.2% +$30.7K 4.39% 7
2022
Q3 		$11.9M Buy
215,181
+8,844
+4% +$536K 4.19% 8
2022
Q2 		$12.2M Sell
206,337
-7,196
-3% -$452K 4.1% 5
2022
Q1 		$14M Buy
+213,533
New +$13.8M 4.84% 6
2021
Q4 		– Sell
-190,116
Closed -$11.3M – 74
2021
Q3 		$11.3M Buy
190,116
+18,074
+11% +$1.11M 4.24% 6
2021
Q2 		$10.3M Buy
172,042
+5,966
+4% +$356K 4.1% 8
2021
Q1 		$9.52M Buy
166,076
+16,108
+11% +$886K 4.04% 9
2020
Q4 		$8.06M Buy
149,968
+3,136
+2% +$161K 3.69% 8
2020
Q3 		$7.12M Buy
146,832
+4,848
+3% +$235K 3.9% 7
2020
Q2 		$6.59M Sell
141,984
-25,898
-15% -$1.17M 3.87% 7
2020
Q1 		$6.79M Buy
167,882
+4,966
+3% +$243K 4.91% 5
2019
Q4 		$8.63M Buy
+162,916
New +$8.3M 5.52% 3

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

Tobias Financial Advisors's DLN Position: Q2 2026 in Review

Tobias Financial Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.52% in Q2 2026, buying an estimated $30.3K and bringing the position to 61,735 shares worth $5.95M. The position accounts for 0.76% of the portfolio, ranked #26.

Tobias Financial Advisors first reported a position in DLN in Q4 2019 and has held it in 26 quarters since. The position peaked at $14M in Q1 2022. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Tobias Financial Advisors held 61,735 shares of WisdomTree US LargeCap Dividend Fund worth $5.95M as of Q2 2026.
  • Tobias Financial Advisors bought 321 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $30.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.76% of Tobias Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Tobias Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $14M in Q1 2022.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.