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

Empirical 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 		$530K Hold
5,506
– – 0.12% 229
2026
Q1 		$492K Hold
5,506
– – 0.13% 219
2025
Q4 		$485K Sell
5,506
-100
-2% -$8.73K 0.14% 203
2025
Q3 		$488K Buy
5,606
+2,326
+71% +$197K 0.14% 230
2025
Q2 		$269K Hold
3,280
– – 0.08% 273
2025
Q1 		$260K Sell
3,280
-7,251
-69% -$579K 0.09% 268
2024
Q4 		$262K Hold
10,531
– – 0.09% 250
2024
Q3 		$265K Sell
10,531
-700
-6% -$52.8K 0.09% 248
2024
Q2 		$297K Buy
+11,231
New +$799K 0.11% 252

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

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

Empirical Asset Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,506 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #229.

Empirical Asset Management first reported a position in DLN in Q2 2024 and has held it in 9 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Empirical Asset Management held 5,506 shares of WisdomTree US LargeCap Dividend Fund worth $530K as of Q2 2026.
  • Empirical Asset Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.12% of Empirical Asset Management's portfolio in Q2 2026, its #229 holding.
  • Empirical Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.