Corient Private Wealth
DLN icon

Corient Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Corient Private Wealth’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 		$22M Sell
228,915
-10,010
-4% -$946K 0.03% 391
2026
Q1 		$21.3M Sell
238,925
-1,777
-0.7% -$162K 0.03% 388
2025
Q4 		$21.2M Buy
240,702
+233,170
+3,096% +$20.4M 0.03% 394
2025
Q3 		$656K Buy
7,532
+311
+4% +$26.3K ﹤0.01% 1648
2025
Q2 		$593K Sell
7,221
-104
-1% -$8.12K ﹤0.01% 1613
2025
Q1 		$581K Buy
7,325
+226
+3% +$18K ﹤0.01% 1528
2024
Q4 		$552K Sell
7,099
-1,189
-14% -$94.8K ﹤0.01% 1567
2024
Q3 		$651K Buy
8,288
+1,001
+14% +$75.5K ﹤0.01% 1603
2024
Q2 		$530K Buy
7,287
+206
+3% +$14.7K ﹤0.01% 1606
2024
Q1 		$511K Buy
7,081
+557
+9% +$38.2K ﹤0.01% 1616
2023
Q4 		$433K Sell
6,524
-132
-2% -$8.29K ﹤0.01% 1684
2023
Q3 		$409K Buy
6,656
+1,667
+33% +$106K ﹤0.01% 1595
2023
Q2 		$317K Sell
4,989
-1,321
-21% -$82K ﹤0.01% 1671
2023
Q1 		$390K Sell
6,310
-68
-1% -$4.22K ﹤0.01% 1482
2022
Q4 		$395K Buy
+6,378
New +$389K ﹤0.01% 1232

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

Corient Private Wealth's DLN Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.2% in Q2 2026, selling an estimated $946K and leaving 228,915 shares worth $22M. The position accounts for 0.03% of the portfolio, ranked #391.

Corient Private Wealth first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Corient Private Wealth held 228,915 shares of WisdomTree US LargeCap Dividend Fund worth $22M as of Q2 2026.
  • Corient Private Wealth sold 10,010 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $946K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #391 holding.
  • Corient Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.