United Advisor Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

United Advisor Group’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	$12M	Buy	124,840 +2,811	+2%	+$266K	1.27%	10
2026 Q1	$10.9M	Buy	122,029 +854	+0.7%	+$77.6K	1.34%	10
2025 Q4	$10.7M	Buy	121,175 +3,944	+3%	+$344K	1.33%	12
2025 Q3	$10.2M	Buy	117,231 +8,687	+8%	+$735K	1.37%	11
2025 Q2	$8.92M	Sell	108,544 -404	-0.4%	-$31.6K	1.54%	10
2025 Q1	$8.65M	Buy	108,948 +5,685	+6%	+$454K	1.77%	10
2024 Q4	$8.03M	Buy	103,263 +11,021	+12%	+$879K	1.59%	9
2024 Q3	$7.25M	Buy	92,242 +13,574	+17%	+$1.02M	1.64%	10
2024 Q2	$5.72M	Buy	78,668 +11,245	+17%	+$800K	1.78%	12
2024 Q1	$4.87M	Buy	+67,423	New	+$4.63M	1.83%	12

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

United Advisor Group's DLN Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.3% in Q2 2026, buying an estimated $266K and bringing the position to 124,840 shares worth $12M. The position accounts for 1.27% of the portfolio, ranked #10.

United Advisor Group first reported a position in DLN in Q1 2024 and has held it in 10 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

United Advisor Group held 124,840 shares of WisdomTree US LargeCap Dividend Fund worth $12M as of Q2 2026.
United Advisor Group bought 2,811 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $266K.
WisdomTree US LargeCap Dividend Fund made up 1.27% of United Advisor Group's portfolio in Q2 2026, its #10 holding.
United Advisor Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.