Edmond de Rothschild Holding’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Edmond de Rothschild Holding’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	–	Sell	-2,480	Closed	-$222K	–	611
2026 Q1	$222K	Hold	2,480	–	–	﹤0.01%	374
2025 Q4	$218K	Hold	2,480	–	–	﹤0.01%	375
2025 Q3	$216K	Hold	2,480	–	–	﹤0.01%	383
2025 Q2	$204K	Hold	2,480	–	–	﹤0.01%	380
2025 Q1	$197K	Hold	2,480	–	–	﹤0.01%	388
2024 Q4	$193K	Hold	2,480	–	–	﹤0.01%	409
2024 Q3	$195K	Hold	2,480	–	–	﹤0.01%	423
2024 Q2	$180K	Hold	2,480	–	–	﹤0.01%	433
2024 Q1	$179K	Hold	2,480	–	–	﹤0.01%	436
2023 Q4	$165K	Buy	+2,480	New	+$156K	﹤0.01%	449

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

Edmond de Rothschild Holding's DLN Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 2,480 shares — an estimated $222K sold.

Edmond de Rothschild Holding first reported a position in DLN in Q4 2023 and held it in 10 quarters. The position peaked at $222K in Q1 2026. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Edmond de Rothschild Holding reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Edmond de Rothschild Holding sold 2,480 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $222K.
Edmond de Rothschild Holding first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and held it in 10 quarters.
Edmond de Rothschild Holding's WisdomTree US LargeCap Dividend Fund position peaked at $222K in Q1 2026.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.