Daymark Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Daymark Wealth 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	$1.17M	Buy	12,150 +8,460	+229%	+$799K	0.03%	317
2026 Q1	$330K	Sell	3,690 -56	-1%	-$5.09K	0.01%	544
2025 Q4	$330K	Sell	3,746 -58	-2%	-$5.07K	0.01%	472
2025 Q3	$331K	Sell	3,804 -16	-0.4%	-$1.35K	0.01%	460
2025 Q2	$314K	Hold	3,820	–	–	0.01%	437
2025 Q1	$303K	Hold	3,820	–	–	0.01%	416
2024 Q4	$297K	Hold	3,820	–	–	0.01%	411
2024 Q3	$300K	Hold	3,820	–	–	0.01%	424
2024 Q2	$278K	Hold	3,820	–	–	0.01%	408
2024 Q1	$276K	Buy	3,820 +756	+25%	+$51.9K	0.01%	360
2023 Q4	$203K	Buy	+3,064	New	+$193K	0.01%	385
2023 Q3	–	Sell	-3,330	Closed	-$212K	–	392
2023 Q2	$212K	Buy	+3,330	New	+$207K	0.02%	349

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

Daymark Wealth Partners's DLN Position: Q2 2026 in Review

Daymark Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 229% in Q2 2026, buying an estimated $799K and bringing the position to 12,150 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #317.

Daymark Wealth Partners first reported a position in DLN in Q2 2023 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Daymark Wealth Partners held 12,150 shares of WisdomTree US LargeCap Dividend Fund worth $1.17M as of Q2 2026.
Daymark Wealth Partners bought 8,460 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $799K.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #317 holding.
Daymark Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.