Blue Trust Inc’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Blue Trust Inc’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	$65.5K	Buy	+680	New	+$64.3K	﹤0.01%	1230
2023 Q2	–	Sell	-1,232	Closed	-$76K	–	2128
2023 Q1	$76K	Hold	1,232	–	–	﹤0.01%	859
2022 Q4	$68K	Hold	1,232	–	–	﹤0.01%	796
2022 Q3	$73K	Hold	1,232	–	–	﹤0.01%	631
2022 Q2	$81K	Buy	+1,232	New	+$77.5K	﹤0.01%	557

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

Blue Trust Inc's DLN Position: Q2 2026 in Review

Blue Trust Inc opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 680 shares worth $65.5K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in DLN as recently as Q1 2023.

Blue Trust Inc first reported a position in DLN in Q2 2022 and has held it in 5 quarters since. The position peaked at $81K in Q2 2022. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Blue Trust Inc held 680 shares of WisdomTree US LargeCap Dividend Fund worth $65.5K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Blue Trust Inc position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1230 holding.
Blue Trust Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 5 quarters since.
Blue Trust Inc's WisdomTree US LargeCap Dividend Fund position peaked at $81K in Q2 2022.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.