Cascade Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cascade Financial 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	$1.56M	Hold	16,223	–	–	0.14%	97
2026 Q1	$1.45M	Hold	16,223	–	–	0.15%	96
2025 Q4	$1.43M	Hold	16,223	–	–	0.14%	96
2025 Q3	$1.41M	Sell	16,223 -1,146	-7%	-$97K	0.16%	94
2025 Q2	$1.43M	Buy	17,369 +300	+2%	+$23.4K	0.17%	89
2025 Q1	$1.35M	Sell	17,069 -508	-3%	-$40.5K	0.17%	92
2024 Q4	$1.37M	Hold	17,577	–	–	0.18%	85
2024 Q3	$1.41M	Hold	17,577	–	–	0.18%	81
2024 Q2	$1.28M	Hold	17,577	–	–	0.17%	81
2024 Q1	$1.22M	Buy	+17,577	New	+$1.21M	0.18%	83

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

Cascade Financial Partners's DLN Position: Q2 2026 in Review

Cascade Financial Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 16,223 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #97.

Cascade Financial Partners first reported a position in DLN in Q1 2024 and has held it in 10 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Cascade Financial Partners held 16,223 shares of WisdomTree US LargeCap Dividend Fund worth $1.56M as of Q2 2026.
Cascade Financial Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.14% of Cascade Financial Partners's portfolio in Q2 2026, its #97 holding.
Cascade Financial Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.