Clearstead Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Clearstead Trust’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	$91.7K	Sell	952 -151	-14%	-$14.3K	0.01%	257
2026 Q1	$98.5K	Buy	1,103 +4	+0.4%	+$364	0.02%	245
2025 Q4	$96.8K	Buy	1,099 +82	+8%	+$7.16K	0.02%	256
2025 Q3	$88.5K	Sell	1,017 -725	-42%	-$61.4K	0.02%	257
2025 Q2	$143K	Buy	+1,742	New	+$136K	0.03%	206

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

Clearstead Trust's DLN Position: Q2 2026 in Review

Clearstead Trust reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 14% in Q2 2026, selling an estimated $14.3K and leaving 952 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #257.

Clearstead Trust first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $143K in Q2 2025. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Clearstead Trust held 952 shares of WisdomTree US LargeCap Dividend Fund worth $91.7K as of Q2 2026.
Clearstead Trust sold 151 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $14.3K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #257 holding.
Clearstead Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Clearstead Trust's WisdomTree US LargeCap Dividend Fund position peaked at $143K in Q2 2025.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.