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Allworth Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Allworth Financial’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 		$135K Buy
1,401
+544
+63% +$51.4K ﹤0.01% 1754
2026
Q1 		$76.5K Buy
857
+2
+0.2% +$182 ﹤0.01% 2031
2025
Q4 		$75.3K Buy
855
+1
+0.1% +$87 ﹤0.01% 1929
2025
Q3 		$74.3K Buy
854
+268
+46% +$22.7K ﹤0.01% 1853
2025
Q2 		$48.1K Buy
586
+340
+138% +$26.6K ﹤0.01% 1968
2025
Q1 		$18.7K Hold
246
– – ﹤0.01% 2123
2024
Q4 		$19.6K Buy
+246
New +$19.6K ﹤0.01% 2117

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

Allworth Financial's DLN Position: Q2 2026 in Review

Allworth Financial increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 63% in Q2 2026, buying an estimated $51.4K and bringing the position to 1,401 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Allworth Financial first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Allworth Financial held 1,401 shares of WisdomTree US LargeCap Dividend Fund worth $135K as of Q2 2026.
  • Allworth Financial bought 544 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $51.4K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1754 holding.
  • Allworth Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.