Cornerstone Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cornerstone Wealth Management’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	$518K	Hold	5,379	–	–	0.02%	483
2026 Q1	$481K	Hold	5,379	–	–	0.02%	458
2025 Q4	$474K	Hold	5,379	–	–	0.02%	437
2025 Q3	$468K	Hold	5,379	–	–	0.03%	432
2025 Q2	$442K	Hold	5,379	–	–	0.03%	416
2025 Q1	$427K	Buy	5,379 +71	+1%	+$5.67K	0.03%	400
2024 Q4	$413K	Hold	5,308	–	–	0.03%	387
2024 Q3	$417K	Sell	5,308 -51	-1%	-$3.85K	0.03%	393
2024 Q2	$390K	Buy	5,359 +1	+0%	+$71	0.03%	382
2024 Q1	$387K	Hold	5,358	–	–	0.03%	382
2023 Q4	$356K	Buy	5,358 +50	+0.9%	+$3.14K	0.03%	386
2023 Q3	$326K	Hold	5,308	–	–	0.03%	404
2023 Q2	$338K	Buy	+5,308	New	+$329K	0.03%	381
2020 Q2	–	Sell	-8,550	Closed	-$346K	–	385
2020 Q1	$346K	Buy	+8,550	New	+$419K	0.07%	245

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

Cornerstone Wealth Management's DLN Position: Q2 2026 in Review

Cornerstone Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,379 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #483.

Cornerstone Wealth Management first reported a position in DLN in Q1 2020 and has held it in 14 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Cornerstone Wealth Management held 5,379 shares of WisdomTree US LargeCap Dividend Fund worth $518K as of Q2 2026.
Cornerstone Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #483 holding.
Cornerstone Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.