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Cassaday & Co Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cassaday & Co Wealth Management’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 		$181K Hold
1,878
– – ﹤0.01% 370
2026
Q1 		$168K Buy
+1,878
New +$171K ﹤0.01% 363

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cassaday & Co Wealth Management's DLN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,878 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Cassaday & Co Wealth Management first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,878 shares of WisdomTree US LargeCap Dividend Fund worth $181K as of Q2 2026.
  • Cassaday & Co Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Cassaday & Co Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.