CMP
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Coston McIsaac & Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Coston McIsaac & Partners’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 		$1K Hold
17
– – ﹤0.01% 801
2026
Q1 		$1K Hold
17
– – ﹤0.01% 787
2025
Q4 		$1K Buy
17
+1
+6% +$87 ﹤0.01% 781
2025
Q3 		$1K Hold
16
– – ﹤0.01% 751
2025
Q2 		$1K Hold
16
– – ﹤0.01% 722
2025
Q1 		$1K Hold
16
– – ﹤0.01% 710
2024
Q4 		$1K Hold
16
– – ﹤0.01% 709
2024
Q3 		$1K Hold
16
– – ﹤0.01% 710
2024
Q2 		$1K Hold
16
– – ﹤0.01% 691
2024
Q1 		$1K Hold
16
– – ﹤0.01% 681
2023
Q4 		$1K Hold
16
– – ﹤0.01% 676
2023
Q3 		$1K Hold
16
– – ﹤0.01% 679
2023
Q2 		$1K Hold
16
– – ﹤0.01% 722
2023
Q1 		$0 Buy
+16
New +$993 ﹤0.01% 806

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

Coston McIsaac & Partners's DLN Position: Q2 2026 in Review

Coston McIsaac & Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Coston McIsaac & Partners first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Coston McIsaac & Partners held 17 shares of WisdomTree US LargeCap Dividend Fund worth $1K as of Q2 2026.
  • Coston McIsaac & Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #801 holding.
  • Coston McIsaac & Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.