Amplius Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Amplius Wealth Advisors’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	$2.02M	Hold	21,019	–	–	0.15%	57
2026 Q1	$1.88M	Buy	21,019 +806	+4%	+$73.3K	0.16%	55
2025 Q4	$1.78M	Buy	20,213 +2,100	+12%	+$183K	0.15%	55
2025 Q3	$1.58M	Sell	18,113 -7,962	-31%	-$674K	0.14%	58
2025 Q2	$2.14M	Hold	26,075	–	–	0.2%	59
2025 Q1	$2.07M	Hold	26,075	–	–	0.22%	53
2024 Q4	$2.03M	Sell	26,075 -100	-0.4%	-$7.97K	0.21%	52
2024 Q3	$2.06M	Sell	26,175 -1,243	-5%	-$93.8K	0.22%	53
2024 Q2	$1.99M	Sell	27,418 -866	-3%	-$61.6K	0.22%	53
2024 Q1	$2.04M	Sell	28,284 -157	-0.6%	-$10.8K	0.23%	53
2023 Q4	$1.89M	Sell	28,441 -466	-2%	-$29.3K	0.23%	54
2023 Q3	$1.78M	Sell	28,907 -2,465	-8%	-$157K	0.24%	53
2023 Q2	$2M	Sell	31,372 -6,629	-17%	-$411K	0.27%	51
2023 Q1	$2.35M	Sell	38,001 -878	-2%	-$54.5K	0.34%	45
2022 Q4	$2.41M	Sell	38,879 -461,427	-92%	-$28.2M	0.38%	44
2022 Q3	$27.6M	Buy	500,306 +75,419	+18%	+$4.57M	4.94%	5
2022 Q2	$25.1M	Buy	424,887 +403,914	+1,926%	+$25.4M	4.06%	6
2022 Q1	$1.38M	Buy	20,973 +109	+0.5%	+$7.06K	0.21%	51
2021 Q4	$1.38M	Buy	+20,864	New	+$1.32M	0.19%	56

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Amplius Wealth Advisors's DLN Position: Q2 2026 in Review

Amplius Wealth Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 21,019 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #57.

Amplius Wealth Advisors first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.6M in Q3 2022. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Amplius Wealth Advisors held 21,019 shares of WisdomTree US LargeCap Dividend Fund worth $2.02M as of Q2 2026.
Amplius Wealth Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.15% of Amplius Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Amplius Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $27.6M in Q3 2022.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.