Cary Street Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cary Street Partners’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	$244K	Sell	2,535 -93	-4%	-$8.79K	0.01%	859
2026 Q1	$235K	Buy	2,628 +10	+0.4%	+$909	0.01%	791
2025 Q4	$231K	Sell	2,618 -812	-24%	-$70.9K	0.01%	797
2025 Q3	$299K	Buy	3,430 +318	+10%	+$26.9K	0.01%	684
2025 Q2	$255K	Sell	3,112 -378	-11%	-$29.5K	0.01%	699
2025 Q1	$277K	Buy	3,490 +395	+13%	+$31.5K	0.01%	667
2024 Q4	$241K	Buy	+3,095	New	+$247K	0.01%	670

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

Cary Street Partners's DLN Position: Q2 2026 in Review

Cary Street Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.5% in Q2 2026, selling an estimated $8.79K and leaving 2,535 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #859.

Cary Street Partners first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Cary Street Partners held 2,535 shares of WisdomTree US LargeCap Dividend Fund worth $244K as of Q2 2026.
Cary Street Partners sold 93 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $8.79K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #859 holding.
Cary Street Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's WisdomTree US LargeCap Dividend Fund position peaked at $299K in Q3 2025.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.