Cora Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cora Capital 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	$478K	Hold	4,964	–	–	0.13%	74
2026 Q1	$443K	Hold	4,964	–	–	0.15%	73
2025 Q4	$437K	Hold	4,964	–	–	0.17%	69
2025 Q3	$432K	Hold	4,964	–	–	0.18%	65
2025 Q2	$408K	Sell	4,964 -5,730	-54%	-$448K	0.18%	65
2025 Q1	$849K	Hold	10,694	–	–	0.41%	43
2024 Q4	$832K	Hold	10,694	–	–	0.4%	43
2024 Q3	$840K	Hold	10,694	–	–	0.41%	47
2024 Q2	$778K	Hold	10,694	–	–	0.4%	45
2024 Q1	$772K	Hold	10,694	–	–	0.41%	45
2023 Q4	$710K	Hold	10,694	–	–	0.42%	45
2023 Q3	$658K	Hold	10,694	–	–	0.44%	42
2023 Q2	$680K	Hold	10,694	–	–	0.45%	43
2023 Q1	$662K	Hold	10,694	–	–	0.49%	36
2022 Q4	$662K	Buy	+10,694	New	+$653K	0.46%	38

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

Cora Capital Advisors's DLN Position: Q2 2026 in Review

Cora Capital Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 4,964 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #74.

Cora Capital Advisors first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $849K in Q1 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Cora Capital Advisors held 4,964 shares of WisdomTree US LargeCap Dividend Fund worth $478K as of Q2 2026.
Cora Capital Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.13% of Cora Capital Advisors's portfolio in Q2 2026, its #74 holding.
Cora Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Cora Capital Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $849K in Q1 2025.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.