Wealth Enhancement Advisory Services
DLN icon

Wealth Enhancement Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.7M Buy
118,930
+2,201
+2% +$208K 0.02% 610
2026
Q1 		$10.5M Sell
116,729
-40,337
-26% -$3.67M 0.02% 567
2025
Q4 		$14.1M Buy
157,066
+11,368
+8% +$993K 0.02% 587
2025
Q3 		$12.7M Buy
145,698
+11,707
+9% +$991K 0.02% 572
2025
Q2 		$11.2M Sell
133,991
-2,919
-2% -$228K 0.02% 593
2025
Q1 		$10.9M Sell
136,910
-6,826
-5% -$545K 0.02% 557
2024
Q4 		$11.2M Buy
143,736
+6,796
+5% +$542K 0.02% 526
2024
Q3 		$10.8M Sell
136,940
-1,063
-0.8% -$80.2K 0.02% 497
2024
Q2 		$10M Buy
138,003
+1,082
+0.8% +$77K 0.02% 486
2024
Q1 		$9.88M Sell
136,921
-1,113
-0.8% -$76.4K 0.03% 482
2023
Q4 		$9.16M Buy
138,034
+562
+0.4% +$35.3K 0.03% 454
2023
Q3 		$8.45M Buy
137,472
+123,100
+857% +$7.86M 0.03% 445
2023
Q2 		$914K Sell
14,372
-3,881
-21% -$241K 0.01% 271
2023
Q1 		$1.13M Buy
18,253
+11,162
+157% +$693K 0.01% 294
2022
Q4 		$445K Sell
7,091
-641
-8% -$39.1K 0.01% 278
2022
Q3 		$436K Sell
7,732
-192
-2% -$11.6K 0.01% 280
2022
Q2 		$474K Sell
7,924
-3,450
-30% -$217K 0.01% 281
2022
Q1 		$751K Buy
11,374
+1,625
+17% +$105K 0.01% 256
2021
Q4 		$635K Buy
9,749
+511
+6% +$32.3K 0.01% 241
2021
Q3 		$581K Buy
9,238
+1,600
+21% +$98.6K 0.01% 244
2021
Q2 		$468K Buy
7,638
+246
+3% +$14.7K 0.01% 238
2021
Q1 		$430K Buy
+7,392
New +$407K 0.01% 235

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's DLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.9% in Q2 2026, buying an estimated $208K and bringing the position to 118,930 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #610.

Wealth Enhancement Advisory Services first reported a position in DLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.1M in Q4 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 118,930 shares of WisdomTree US LargeCap Dividend Fund worth $11.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,201 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $208K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #610 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $14.1M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.