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

True Link 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	$3.67M	Sell	38,123 -500	-1%	-$47.3K	0.21%	17
2026 Q1	$3.45M	Hold	38,623	–	–	0.21%	19
2025 Q4	$3.4M	Sell	38,623 -5,000	-11%	-$437K	0.21%	19
2025 Q3	$3.8M	Sell	43,623 -2,000	-4%	-$169K	0.24%	18
2025 Q2	$3.75M	Hold	45,623	–	–	0.26%	19
2025 Q1	$3.62M	Buy	+45,623	New	+$3.64M	0.27%	18

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

True Link Financial Advisors's DLN Position: Q2 2026 in Review

True Link Financial Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.3% in Q2 2026, selling an estimated $47.3K and leaving 38,123 shares worth $3.67M. The position accounts for 0.21% of the portfolio, ranked #17.

True Link Financial Advisors first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.8M in Q3 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

True Link Financial Advisors held 38,123 shares of WisdomTree US LargeCap Dividend Fund worth $3.67M as of Q2 2026.
True Link Financial Advisors sold 500 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $47.3K.
WisdomTree US LargeCap Dividend Fund made up 0.21% of True Link Financial Advisors's portfolio in Q2 2026, its #17 holding.
True Link Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
True Link Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $3.8M in Q3 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.