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CRA Financial Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

CRA Financial Services’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 		$3M Buy
31,141
+7
+0% +$661 0.35% 60
2026
Q1 		$2.78M Sell
31,134
-92
-0.3% -$8.36K 0.36% 60
2025
Q4 		$2.75M Sell
31,226
-54
-0.2% -$4.72K 0.36% 60
2025
Q3 		$2.72M Sell
31,280
-645
-2% -$54.6K 0.37% 53
2025
Q2 		$2.62M Buy
31,925
+21
+0.1% +$1.64K 0.4% 49
2025
Q1 		$2.53M Buy
31,904
+169
+0.5% +$13.5K 0.43% 47
2024
Q4 		$2.47M Buy
31,735
+1,792
+6% +$143K 0.42% 49
2024
Q3 		$2.35M Sell
29,943
-21
-0.1% -$1.58K 0.43% 44
2024
Q2 		$2.18M Sell
29,964
-799
-3% -$56.9K 0.44% 42
2024
Q1 		$2.22M Buy
30,763
+16
+0.1% +$1.1K 0.48% 38
2023
Q4 		$2.04M Sell
30,747
-597
-2% -$37.5K 0.5% 36
2023
Q3 		$1.93M Sell
31,344
-536
-2% -$34.2K 0.53% 38
2023
Q2 		$2.03M Buy
31,880
+105
+0.3% +$6.51K 0.55% 37
2023
Q1 		$1.97M Buy
31,775
+3,208
+11% +$199K 0.58% 38
2022
Q4 		$1.77M Buy
28,567
+6,450
+29% +$394K 0.58% 36
2022
Q3 		$1.22M Buy
22,117
+4,295
+24% +$260K 0.44% 45
2022
Q2 		$1.05M Buy
+17,822
New +$1.12M 0.36% 56

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

CRA Financial Services's DLN Position: Q2 2026 in Review

CRA Financial Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.02% in Q2 2026, buying an estimated $661 and bringing the position to 31,141 shares worth $3M. The position accounts for 0.35% of the portfolio, ranked #60.

CRA Financial Services first reported a position in DLN in Q2 2022 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • CRA Financial Services held 31,141 shares of WisdomTree US LargeCap Dividend Fund worth $3M as of Q2 2026.
  • CRA Financial Services bought 7 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $661.
  • WisdomTree US LargeCap Dividend Fund made up 0.35% of CRA Financial Services's portfolio in Q2 2026, its #60 holding.
  • CRA Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.