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

Bridgewater 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	–	Sell	-2,112	Closed	-$200K	–	482
2026 Q1	$200K	Buy	+2,112	New	+$192K	0.01%	456
2025 Q3	–	Sell	-2,911	Closed	-$245K	–	441
2025 Q2	$245K	Sell	2,911 -241	-8%	-$18.8K	0.02%	382
2025 Q1	$242K	Buy	+3,152	New	+$252K	0.02%	357
2022 Q3	–	Sell	-3,878	Closed	-$229K	–	158
2022 Q2	$229K	Hold	3,878	–	–	0.05%	206
2022 Q1	$255K	Hold	3,878	–	–	0.06%	207
2021 Q4	$256K	Hold	3,878	–	–	0.06%	217
2021 Q3	$231K	Buy	+3,878	New	+$239K	0.06%	222

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

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 $2.61B AUM 14.55% 1-Year Est. Return

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

Bridgewater Advisors's DLN Position: Q2 2026 in Review

Bridgewater Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 2,112 shares — an estimated $200K sold.

Bridgewater Advisors first reported a position in DLN in Q3 2021 and held it in 7 quarters. The position peaked at $256K in Q4 2021. 481 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Bridgewater Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Bridgewater Advisors sold 2,112 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $200K.
Bridgewater Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and held it in 7 quarters.
Bridgewater Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $256K in Q4 2021.
481 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.