Choate Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Choate Investment Advisors’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	$454K	Hold	4,710	–	–	0.01%	334
2026 Q1	$421K	Hold	4,710	–	–	0.01%	324
2025 Q4	$415K	Hold	4,710	–	–	0.01%	333
2025 Q3	$410K	Hold	4,710	–	–	0.01%	313
2025 Q2	$387K	Hold	4,710	–	–	0.01%	298
2025 Q1	$374K	Hold	4,710	–	–	0.01%	296
2024 Q4	$366K	Hold	4,710	–	–	0.01%	301
2024 Q3	$370K	Hold	4,710	–	–	0.01%	292
2024 Q2	$343K	Hold	4,710	–	–	0.01%	292
2024 Q1	$340K	Hold	4,710	–	–	0.01%	316
2023 Q4	$313K	Hold	4,710	–	–	0.01%	303
2023 Q3	$290K	Hold	4,710	–	–	0.01%	301
2023 Q2	$300K	Hold	4,710	–	–	0.01%	239
2023 Q1	$291K	Hold	4,710	–	–	0.01%	227
2022 Q4	$292K	Buy	+4,710	New	+$288K	0.02%	226

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

Choate Investment Advisors's DLN Position: Q2 2026 in Review

Choate Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 4,710 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #334.

Choate Investment Advisors first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Choate Investment Advisors held 4,710 shares of WisdomTree US LargeCap Dividend Fund worth $454K as of Q2 2026.
Choate Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #334 holding.
Choate Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.