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Woodard & Company Asset Management Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Woodard & Company Asset Management 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 		$1.35M Buy
13,992
+40
+0.3% +$3.78K 0.19% 66
2026
Q1 		$1.25M Buy
13,952
+360
+3% +$32.7K 0.2% 63
2025
Q4 		$1.2M Buy
13,592
+82
+0.6% +$7.16K 0.19% 60
2025
Q3 		$1.18M Sell
13,510
-41,560
-75% -$3.52M 0.19% 55
2025
Q2 		$4.52M Sell
55,070
-509
-0.9% -$39.8K 0.83% 21
2025
Q1 		$4.41M Buy
55,579
+2,594
+5% +$207K 0.92% 18
2024
Q4 		$4.12M Buy
+52,985
New +$4.22M 0.89% 19

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

Woodard & Company Asset Management Group's DLN Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.29% in Q2 2026, buying an estimated $3.78K and bringing the position to 13,992 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #66.

Woodard & Company Asset Management Group first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.52M in Q2 2025. 224 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Woodard & Company Asset Management Group held 13,992 shares of WisdomTree US LargeCap Dividend Fund worth $1.35M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 40 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.78K.
  • WisdomTree US LargeCap Dividend Fund made up 0.19% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #66 holding.
  • Woodard & Company Asset Management Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • Woodard & Company Asset Management Group's WisdomTree US LargeCap Dividend Fund position peaked at $4.52M in Q2 2025.
  • 224 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.