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Cornerstone Planning Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cornerstone Planning Group’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 		$29.2K Hold
297
– – ﹤0.01% 559
2026
Q1 		$27.9K Hold
297
– – ﹤0.01% 565
2025
Q4 		$26.9K Sell
297
-205
-41% -$17.9K ﹤0.01% 514
2025
Q3 		$16.4K Buy
502
+205
+69% +$17.3K ﹤0.01% 645
2025
Q2 		$24.7K Hold
297
– – 0.01% 372
2025
Q1 		$22.4K Buy
+297
New +$23.7K 0.01% 391
2024
Q1 		– Sell
-451
Closed -$29.9K – 1125
2023
Q4 		$29.9K Sell
451
-908
-67% -$57K 0.01% 262
2023
Q3 		$83.6K Sell
1,359
-5,274
-80% -$337K 0.03% 125
2023
Q2 		$422K Buy
+6,633
New +$411K 0.17% 57
2022
Q4 		$410K Buy
+6,633
New +$405K 0.17% 66

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Cornerstone Planning Group's DLN Position: Q2 2026 in Review

Cornerstone Planning Group held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 297 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Cornerstone Planning Group first reported a position in DLN in Q4 2022 and has held it in 10 quarters since. The position peaked at $422K in Q2 2023. 338 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cornerstone Planning Group held 297 shares of WisdomTree US LargeCap Dividend Fund worth $29.2K as of Q2 2026.
  • Cornerstone Planning Group left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #559 holding.
  • Cornerstone Planning Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 10 quarters since.
  • Cornerstone Planning Group's WisdomTree US LargeCap Dividend Fund position peaked at $422K in Q2 2023.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.