Blue Trust Inc
DLN icon

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
Q3 		$66.1K Hold
680
– – ﹤0.01% 1124
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Trust Inc's DLN Position: Q3 2026 in Review

Blue Trust Inc held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q3 2026 at 680 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Blue Trust Inc first reported a position in DLN in Q2 2022 and has held it in 6 quarters since. The position peaked at $81K in Q2 2022. 337 funds tracked by Wall St. Rank hold DLN as of Q3 2026.

  • Blue Trust Inc held 680 shares of WisdomTree US LargeCap Dividend Fund worth $66.1K as of Q3 2026.
  • Blue Trust Inc left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1124 holding.
  • Blue Trust Inc first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 6 quarters since.
  • Blue Trust Inc's WisdomTree US LargeCap Dividend Fund position peaked at $81K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.