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DLN icon

Certuity’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Certuity’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 		$358K Buy
+3,717
New +$351K 0.02% 459
2026
Q1 		– Sell
-3,518
Closed -$310K – 670
2025
Q4 		$310K Sell
3,518
-751
-18% -$65.6K 0.02% 406
2025
Q3 		$372K Hold
4,269
– – 0.03% 333
2025
Q2 		$351K Buy
4,269
+55
+1% +$4.3K 0.03% 273
2025
Q1 		$334K Hold
4,214
– – 0.04% 238
2024
Q4 		$328K Hold
4,214
– – 0.04% 247
2024
Q3 		$331K Hold
4,214
– – 0.04% 243
2024
Q2 		$307K Hold
4,214
– – 0.02% 256
2024
Q1 		$304K Hold
4,214
– – 0.03% 243
2023
Q4 		$280K Hold
4,214
– – 0.03% 258
2023
Q3 		$259K Hold
4,214
– – 0.03% 214
2023
Q2 		$268K Sell
4,214
-1,221
-22% -$75.7K 0.03% 216
2023
Q1 		$336K Hold
5,435
– – 0.05% 146
2022
Q4 		$337K Hold
5,435
– – 0.05% 141
2022
Q3 		$300K Sell
5,435
-129
-2% -$7.82K 0.07% 130
2022
Q2 		$329K Hold
5,564
– – 0.09% 135
2022
Q1 		$366K Sell
5,564
-300
-5% -$19.4K 0.08% 172
2021
Q4 		$387K Buy
5,864
+1,648
+39% +$104K 0.08% 164
2021
Q3 		$254K Hold
4,216
– – 0.05% 310
2021
Q2 		$254K Hold
4,216
– – 0.06% 264
2021
Q1 		$242K Buy
4,216
+100
+2% +$5.5K 0.07% 251
2020
Q4 		$221K Hold
4,116
– – 0.07% 204
2020
Q3 		$200K Buy
+4,116
New +$200K 0.08% 179

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

Certuity's DLN Position: Q2 2026 in Review

Certuity opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 3,717 shares worth $358K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings. This is a return to the name: Certuity previously reported a position in DLN as recently as Q4 2025.

Certuity first reported a position in DLN in Q3 2020 and has held it in 23 quarters since. The position peaked at $387K in Q4 2021. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Certuity held 3,717 shares of WisdomTree US LargeCap Dividend Fund worth $358K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Certuity position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Certuity's portfolio in Q2 2026, its #459 holding.
  • Certuity first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and has held it in 23 quarters since.
  • Certuity's WisdomTree US LargeCap Dividend Fund position peaked at $387K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.