EP Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.43M | Buy |
56,326
+2,556
| +5% | +$242K | 0.02% | 369 |
|
|
2026
Q1 | $4.8M | Sell |
53,770
-406
| -0.7% | -$36.9K | 0.02% | 319 |
|
|
2025
Q4 | $4.77M | Buy |
+54,176
| New | +$4.73M | 0.02% | 289 |
|
|
2025
Q2 | $4.7M | Buy |
57,165
+6,010
| +12% | +$469K | 0.03% | 272 |
|
|
2025
Q1 | $4.06M | Sell |
51,155
-887
| -2% | -$70.8K | 0.03% | 249 |
|
|
2024
Q4 | $4.05M | Sell |
52,042
-52
| -0.1% | -$4.15K | 0.03% | 246 |
|
|
2024
Q3 | $4.09M | Buy |
52,094
+2
| +0% | +$151 | 0.04% | 242 |
|
|
2024
Q2 | $3.79M | Sell |
52,092
-5
| -0% | -$356 | 0.04% | 205 |
|
|
2024
Q1 | $3.76M | Sell |
52,097
-810
| -2% | -$55.6K | 0.04% | 201 |
|
|
2023
Q4 | $3.51M | Sell |
52,907
-112
| -0.2% | -$7.04K | 0.04% | 200 |
|
|
2023
Q3 | $3.26M | Sell |
53,019
-33
| -0.1% | -$2.11K | 0.05% | 191 |
|
|
2023
Q2 | $3.38M | Buy |
53,052
+7,420
| +16% | +$460K | 0.05% | 189 |
|
|
2023
Q1 | $1.44M | Sell |
45,632
-7,594
| -14% | -$471K | 0.02% | 258 |
|
|
2022
Q4 | $3.3M | Sell |
53,226
-1,047
| -2% | -$63.9K | 0.06% | 165 |
|
|
2022
Q3 | $3M | Buy |
54,273
+15,533
| +40% | +$942K | 0.07% | 152 |
|
|
2022
Q2 | $2.29M | Sell |
38,740
-601
| -2% | -$37.8K | 0.05% | 180 |
|
|
2022
Q1 | $2.58M | Sell |
39,341
-176
| -0.4% | -$11.4K | 0.06% | 174 |
|
|
2021
Q4 | $2.61M | Buy |
39,517
+389
| +1% | +$24.6K | 0.06% | 161 |
|
|
2021
Q3 | $2.33M | Sell |
39,128
-11,488
| -23% | -$708K | 0.06% | 152 |
|
|
2021
Q2 | $3.04M | Sell |
50,616
-4,596
| -8% | -$274K | 0.08% | 143 |
|
|
2021
Q1 | $3.17M | Sell |
55,212
-486
| -0.9% | -$26.7K | 0.1% | 132 |
|
|
2020
Q4 | $2.99M | Sell |
55,698
-674
| -1% | -$34.5K | 0.11% | 103 |
|
|
2020
Q3 | $2.73M | Buy |
+56,372
| New | +$2.74M | 0.12% | 92 |
|
|
2020
Q2 | – | Sell |
-56,102
| Closed | -$2.52M | – | 101 |
|
|
2020
Q1 | $2.27M | Buy |
56,102
+11,208
| +25% | +$549K | 0.11% | 110 |
|
|
2019
Q4 | $2.38M | Buy |
44,894
+38,034
| +554% | +$1.94M | 0.1% | 122 |
|
|
2019
Q3 | $340K | Hold |
6,860
| – | – | 0.02% | 261 |
|
|
2019
Q2 | $332K | Sell |
6,860
-5,356
| -44% | -$255K | 0.02% | 227 |
|
|
2019
Q1 | $575K | Buy |
12,216
+5,356
| +78% | +$244K | 0.06% | 157 |
|
|
2018
Q4 | $290K | Hold |
6,860
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $327K | Hold |
6,860
| – | – | 0.03% | 212 |
|
|
2018
Q2 | $308K | Hold |
6,860
| – | – | 0.03% | 152 |
|
|
2018
Q1 | $304K | Hold |
6,860
| – | – | 0.03% | 160 |
|
|
2017
Q4 | $316K | Hold |
6,860
| – | – | 0.03% | 140 |
|
|
2017
Q3 | $298K | Hold |
6,860
| – | – | 0.03% | 136 |
|
|
2017
Q2 | $288K | Hold |
6,860
| – | – | 0.04% | 140 |
|
|
2017
Q1 | $284K | Buy |
+6,860
| New | +$281K | 0.04% | 123 |
|
|
2016
Q1 | – | Sell |
-6,690
| Closed | -$238K | – | 147 |
|
|
2015
Q4 | $238K | Buy |
+6,690
| New | +$240K | 0.04% | 129 |
|
Other funds holding DLN
GVAG
TC
EP Wealth Advisors's DLN Position: Q2 2026 in Review
EP Wealth Advisors increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.8% in Q2 2026, buying an estimated $242K and bringing the position to 56,326 shares worth $5.43M. The position accounts for 0.02% of the portfolio, ranked #369.
EP Wealth Advisors first reported a position in DLN in Q4 2015 and has held it in 37 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.
- EP Wealth Advisors held 56,326 shares of WisdomTree US LargeCap Dividend Fund worth $5.43M as of Q2 2026.
- EP Wealth Advisors bought 2,556 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $242K.
- WisdomTree US LargeCap Dividend Fund made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #369 holding.
- EP Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2015 and has held it in 37 quarters since.
- 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.