CT
DLN icon

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

Coastline 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 		$57.8K Hold
600
– – 0.01% 274
2026
Q1 		$53.6K Hold
600
– – 0.01% 277
2025
Q4 		$52.8K Hold
600
– – 0.01% 276
2025
Q3 		$52.2K Hold
600
– – 0.01% 268
2025
Q2 		$49.3K Hold
600
– – 0.01% 270
2025
Q1 		$47.6K Hold
600
– – 0.01% 271
2024
Q4 		$46.7K Hold
600
– – 0.01% 283
2024
Q3 		$47.1K Buy
+600
New +$45.3K 0.01% 290

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

Coastline Trust's DLN Position: Q2 2026 in Review

Coastline Trust held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 600 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #274.

Coastline Trust first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Coastline Trust held 600 shares of WisdomTree US LargeCap Dividend Fund worth $57.8K as of Q2 2026.
  • Coastline Trust left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Coastline Trust's portfolio in Q2 2026, its #274 holding.
  • Coastline Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.