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Toth Financial Advisory’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Toth Financial Advisory’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
Q3 		$26.1K Hold
268
– – ﹤0.01% 472
2026
Q2 		$25.8K Hold
268
– – ﹤0.01% 472
2026
Q1 		$23.9K Hold
268
– – ﹤0.01% 466
2025
Q4 		$23.6K Hold
268
– – ﹤0.01% 462
2025
Q3 		$23.3K Hold
268
– – ﹤0.01% 452
2025
Q2 		$22K Hold
268
– – ﹤0.01% 422
2025
Q1 		$21.3K Hold
268
– – ﹤0.01% 397
2024
Q4 		$20.8K Hold
268
– – ﹤0.01% 390
2024
Q3 		$21.1K Hold
268
– – ﹤0.01% 380
2024
Q2 		$19.5K Hold
268
– – ﹤0.01% 395
2024
Q1 		$19.3K Hold
268
– – ﹤0.01% 390
2023
Q4 		$17.8K Hold
268
– – ﹤0.01% 403
2023
Q3 		$16.5K Hold
268
– – ﹤0.01% 394
2023
Q2 		$17K Hold
268
– – ﹤0.01% 411
2023
Q1 		$16.6K Sell
268
-50
-16% -$3.1K ﹤0.01% 404
2022
Q4 		$19.7K Sell
318
-100
-24% -$6.1K ﹤0.01% 379
2022
Q3 		$23K Hold
418
– – ﹤0.01% 356
2022
Q2 		$25K Buy
+418
New +$26.3K ﹤0.01% 344

Other funds holding DLN

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Toth Financial Advisory's DLN Position: Q3 2026 in Review

Toth Financial Advisory held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 268 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Toth Financial Advisory first reported a position in DLN in Q2 2022 and has held it in 18 quarters since. 30 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Toth Financial Advisory held 268 shares of WisdomTree US LargeCap Dividend Fund worth $26.1K as of Q3 2026.
  • Toth Financial Advisory left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #472 holding.
  • Toth Financial Advisory first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 18 quarters since.
  • 30 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.