Tounjian Advisory Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Tounjian Advisory 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 Q2	$71.2K	Buy	+739	New	+$69.8K	0.03%	199

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Tounjian Advisory Partners's DLN Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 739 shares worth $71.2K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings.

332 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Tounjian Advisory Partners held 739 shares of WisdomTree US LargeCap Dividend Fund worth $71.2K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Tounjian Advisory Partners position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Tounjian Advisory Partners's portfolio in Q2 2026, its #199 holding.
332 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.