ARK & TLK Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

ARK & TLK Investments’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	$468K	Sell	4,856 -354	-7%	-$33.5K	0.12%	88
2026 Q1	$465K	Sell	5,210 -251	-5%	-$22.8K	0.13%	84
2025 Q4	$481K	Hold	5,461	–	–	0.13%	79
2025 Q3	$475K	Hold	5,461	–	–	0.15%	77
2025 Q2	$449K	Sell	5,461 -303	-5%	-$23.7K	0.14%	82
2025 Q1	$457K	Sell	5,764 -446	-7%	-$35.6K	0.16%	75
2024 Q4	$483K	Hold	6,210	–	–	0.17%	69
2024 Q3	$488K	Hold	6,210	–	–	0.17%	66
2024 Q2	$452K	Sell	6,210 -403	-6%	-$28.7K	0.17%	71
2024 Q1	$477K	Sell	6,613 -295	-4%	-$20.3K	0.19%	65
2023 Q4	$459K	Buy	+6,908	New	+$434K	0.18%	65

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

ARK & TLK Investments's DLN Position: Q2 2026 in Review

ARK & TLK Investments reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.8% in Q2 2026, selling an estimated $33.5K and leaving 4,856 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #88.

ARK & TLK Investments first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $488K in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

ARK & TLK Investments held 4,856 shares of WisdomTree US LargeCap Dividend Fund worth $468K as of Q2 2026.
ARK & TLK Investments sold 354 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $33.5K.
WisdomTree US LargeCap Dividend Fund made up 0.12% of ARK & TLK Investments's portfolio in Q2 2026, its #88 holding.
ARK & TLK Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
ARK & TLK Investments's WisdomTree US LargeCap Dividend Fund position peaked at $488K in Q3 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.