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

CoreCap 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 		$2.66M Buy
27,648
+712
+3% +$67.3K 0.08% 212
2026
Q1 		$2.41M Buy
26,936
+1,369
+5% +$124K 0.08% 208
2025
Q4 		$2.25M Buy
25,567
+2,611
+11% +$228K 0.08% 224
2025
Q3 		$2M Buy
22,956
+3,959
+21% +$335K 0.07% 232
2025
Q2 		$1.56M Buy
18,997
+1,950
+11% +$152K 0.06% 256
2025
Q1 		$1.35M Buy
17,047
+3,577
+27% +$285K 0.06% 278
2024
Q4 		$1.05M Buy
13,470
+1,284
+11% +$102K 0.05% 324
2024
Q3 		$957K Buy
12,186
+1,334
+12% +$101K 0.05% 328
2024
Q2 		$789K Sell
10,852
-1,434
-12% -$102K 0.08% 182
2024
Q1 		$887K Buy
12,286
+1,366
+13% +$93.8K 0.05% 306
2023
Q4 		$725K Sell
10,920
-441
-4% -$27.7K 0.05% 291
2023
Q3 		$699K Buy
11,361
+305
+3% +$19.5K 0.05% 274
2023
Q2 		$703K Buy
+11,056
New +$686K 0.05% 285
2022
Q4 		$592K Buy
+9,563
New +$584K 0.04% 323

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

CoreCap Advisors's DLN Position: Q2 2026 in Review

CoreCap Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.6% in Q2 2026, buying an estimated $67.3K and bringing the position to 27,648 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #212.

CoreCap Advisors first reported a position in DLN in Q4 2022 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • CoreCap Advisors held 27,648 shares of WisdomTree US LargeCap Dividend Fund worth $2.66M as of Q2 2026.
  • CoreCap Advisors bought 712 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $67.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.08% of CoreCap Advisors's portfolio in Q2 2026, its #212 holding.
  • CoreCap Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 14 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.