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Cresset Asset Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Cresset Asset 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 		$4.38M Sell
45,507
-622
-1% -$58.8K 0.02% 451
2026
Q1 		$4.12M Buy
46,129
+202
+0.4% +$18.4K 0.02% 406
2025
Q4 		$4.05M Buy
45,927
+14
+0% +$1.22K 0.02% 404
2025
Q3 		$4M Buy
45,913
+6,702
+17% +$567K 0.02% 390
2025
Q2 		$3.22M Sell
39,211
-6,453
-14% -$504K 0.02% 407
2025
Q1 		$3.62M Buy
45,664
+127
+0.3% +$10.1K 0.02% 404
2024
Q4 		$3.54M Sell
45,537
-2,014
-4% -$161K 0.02% 413
2024
Q3 		$3.74M Buy
47,551
+151
+0.3% +$11.4K 0.01% 535
2024
Q2 		$3.45M Buy
47,400
+172
+0.4% +$12.2K 0.01% 522
2024
Q1 		$3.41M Buy
47,228
+2,057
+5% +$141K 0.02% 459
2023
Q4 		$3M Buy
45,171
+210
+0.5% +$13.2K 0.02% 437
2023
Q3 		$2.76M Sell
44,961
-2,168
-5% -$138K 0.01% 452
2023
Q2 		$3M Sell
47,129
-276
-0.6% -$17.1K ﹤0.01% 532
2023
Q1 		$2.93M Sell
47,405
-63
-0.1% -$3.91K 0.06% 182
2022
Q4 		$2.94M Buy
47,468
+35
+0.1% +$2.14K 0.04% 165
2022
Q3 		$2.62M Sell
47,433
-829
-2% -$50.3K 0.03% 183
2022
Q2 		$2.85M Sell
48,262
-229
-0.5% -$14.4K 0.04% 177
2022
Q1 		$3.19M Sell
48,491
-1,018
-2% -$65.9K 0.03% 184
2021
Q4 		$3.27M Buy
49,509
+5,729
+13% +$362K 0.03% 211
2021
Q3 		$2.61M Sell
43,780
-6,428
-13% -$396K 0.04% 189
2021
Q2 		$3.02M Sell
50,208
-1,522
-3% -$90.7K 0.04% 153
2021
Q1 		$2.97M Sell
51,730
-10,008
-16% -$550K 0.05% 139
2020
Q4 		$3.32M Buy
61,738
+486
+0.8% +$24.9K 0.05% 114
2020
Q3 		$2.97M Sell
61,252
-17,744
-22% -$862K 0.06% 128
2020
Q2 		$3.67M Buy
+78,996
New +$3.56M 0.08% 98

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

Cresset Asset Management's DLN Position: Q2 2026 in Review

Cresset Asset Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.3% in Q2 2026, selling an estimated $58.8K and leaving 45,507 shares worth $4.38M. The position accounts for 0.02% of the portfolio, ranked #451.

Cresset Asset Management first reported a position in DLN in Q2 2020 and has held it in 25 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Cresset Asset Management held 45,507 shares of WisdomTree US LargeCap Dividend Fund worth $4.38M as of Q2 2026.
  • Cresset Asset Management sold 622 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $58.8K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #451 holding.
  • Cresset Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2020 and has held it in 25 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.