UWM
DLN icon

USAdvisors Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

USAdvisors Wealth Management’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 		$246K Sell
2,561
-68
-3% -$6.43K 0.07% 130
2026
Q1 		$230K Buy
2,629
+8
+0.3% +$727 0.08% 124
2025
Q4 		$230K Buy
2,621
+10
+0.4% +$873 0.08% 126
2025
Q3 		$227K Sell
2,611
-124
-5% -$10.5K 0.08% 120
2025
Q2 		$224K Buy
2,735
+11
+0.4% +$859 0.08% 119
2025
Q1 		$216K Sell
2,724
-280
-9% -$22.3K 0.08% 127
2024
Q4 		$233K Buy
3,004
+12
+0.4% +$957 0.08% 121
2024
Q3 		$234K Buy
+2,992
New +$226K 0.08% 109

Other funds holding DLN

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return

USAdvisors Wealth Management's DLN Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.6% in Q2 2026, selling an estimated $6.43K and leaving 2,561 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #130.

USAdvisors Wealth Management first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • USAdvisors Wealth Management held 2,561 shares of WisdomTree US LargeCap Dividend Fund worth $246K as of Q2 2026.
  • USAdvisors Wealth Management sold 68 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $6.43K.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #130 holding.
  • USAdvisors Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 222 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.