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

Wealthcare 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	$595K	Buy	6,178 +113	+2%	+$10.7K	0.01%	663
2026 Q1	$542K	Buy	6,065 +11	+0.2%	+$1K	0.01%	675
2025 Q4	$533K	Buy	6,054 +33	+0.5%	+$2.88K	0.01%	677
2025 Q3	$524K	Buy	6,021 +13	+0.2%	+$1.1K	0.01%	665
2025 Q2	$494K	Sell	6,008 -143	-2%	-$11.2K	0.01%	647
2025 Q1	$488K	Buy	6,151 +1,072	+21%	+$85.5K	0.01%	600
2024 Q4	$395K	Buy	+5,079	New	+$405K	0.01%	627
2024 Q2	–	Sell	-5,471	Closed	-$395K	–	831
2024 Q1	$395K	Buy	+5,471	New	+$376K	0.01%	594
2021 Q2	–	Sell	-1,554	Closed	-$89K	–	861
2021 Q1	$89K	Buy	+1,554	New	+$85.5K	0.01%	698
2020 Q2	–	Sell	-466	Closed	-$19K	–	558
2020 Q1	$19K	Buy	466 +2	+0.4%	+$98	﹤0.01%	747
2019 Q4	$25K	Buy	464 +4	+0.9%	+$204	﹤0.01%	700
2019 Q3	$23K	Sell	460 -158	-26%	-$7.7K	﹤0.01%	710
2019 Q2	$30K	Sell	618 -276	-31%	-$13.2K	﹤0.01%	622
2019 Q1	$42K	Buy	894 +4	+0.4%	+$182	0.01%	502
2018 Q4	$38K	Buy	890 +2	+0.2%	+$91	0.01%	486
2018 Q3	$42K	Buy	888 +4	+0.5%	+$188	0.01%	509
2018 Q2	$40K	Buy	884 +2	+0.2%	+$90	0.01%	506
2018 Q1	$39K	Buy	882 +4	+0.5%	+$184	0.01%	444
2017 Q4	$40K	Buy	878 +2	+0.2%	+$90	0.01%	408
2017 Q3	$38K	Buy	876 +436	+99%	+$18.6K	0.01%	343
2017 Q2	$18K	Buy	+440	New	+$18.4K	0.01%	69

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

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

FIDELIS iM Medford, Oregon $293M AUM 15.52% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Wealthcare Advisory Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 6,178 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #663.

Wealthcare Advisory Partners first reported a position in DLN in Q2 2017 and has held it in 21 quarters since. 105 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Wealthcare Advisory Partners held 6,178 shares of WisdomTree US LargeCap Dividend Fund worth $595K as of Q2 2026.
Wealthcare Advisory Partners bought 113 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $10.7K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #663 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and has held it in 21 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.