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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Toth Financial Advisory's DLN Position: Q2 2026 in Review

Toth Financial Advisory held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 268 shares worth $25.8K. 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 17 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Toth Financial Advisory held 268 shares of WisdomTree US LargeCap Dividend Fund worth $25.8K as of Q2 2026.
Toth Financial Advisory left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 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 17 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.