Caliber Wealth Management (Kansas)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.31M	Sell	13,553 -3,010	-18%	-$284K	0.13%	124
2026 Q1	$1.48M	Sell	16,563 -20,405	-55%	-$1.85M	0.16%	113
2025 Q4	$3.26M	Sell	36,968 -46,100	-55%	-$4.03M	0.35%	58
2025 Q3	$7.23M	Sell	83,068 -43,672	-34%	-$3.7M	0.81%	26
2025 Q2	$10.4M	Sell	126,740 -7,557	-6%	-$590K	1.12%	21
2025 Q1	$10.7M	Buy	+134,297	New	+$10.7M	1.45%	14

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

Caliber Wealth Management (Kansas)'s DLN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 18% in Q2 2026, selling an estimated $284K and leaving 13,553 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #124.

Caliber Wealth Management (Kansas) first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q1 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Caliber Wealth Management (Kansas) held 13,553 shares of WisdomTree US LargeCap Dividend Fund worth $1.31M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 3,010 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $284K.
WisdomTree US LargeCap Dividend Fund made up 0.13% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #124 holding.
Caliber Wealth Management (Kansas) first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s WisdomTree US LargeCap Dividend Fund position peaked at $10.7M in Q1 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.