EH
DLN icon

Equitable Holdings’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Equitable Holdings’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 		$10.4M Buy
108,318
+2,250
+2% +$213K 0.06% 282
2026
Q1 		$9.35M Buy
106,068
+13,640
+15% +$1.24M 0.06% 286
2025
Q4 		$8.14M Buy
92,428
+9,221
+11% +$805K 0.06% 260
2025
Q3 		$7.24M Buy
83,207
+14,309
+21% +$1.21M 0.05% 268
2025
Q2 		$5.66M Buy
68,898
+2,653
+4% +$207K 0.05% 294
2025
Q1 		$5.26M Buy
66,245
+886
+1% +$70.7K 0.05% 280
2024
Q4 		$5.08M Buy
65,359
+1,343
+2% +$107K 0.05% 278
2024
Q3 		$5.03M Buy
64,016
+109
+0.2% +$8.22K 0.05% 277
2024
Q2 		$4.65M Sell
63,907
-2,988
-4% -$213K 0.05% 277
2024
Q1 		$4.83M Sell
66,895
-291
-0.4% -$20K 0.05% 247
2023
Q4 		$4.46M Buy
67,186
+2,920
+5% +$183K 0.06% 242
2023
Q3 		$3.95M Buy
64,266
+2,387
+4% +$152K 0.06% 234
2023
Q2 		$3.94M Buy
61,879
+3,777
+7% +$234K 0.06% 228
2023
Q1 		$3.59M Buy
58,102
+5,706
+11% +$354K 0.06% 221
2022
Q4 		$3.25M Sell
52,396
-1,571
-3% -$95.9K 0.06% 224
2022
Q3 		$2.98M Buy
53,967
+7,591
+16% +$460K 0.06% 210
2022
Q2 		$2.74M Buy
46,376
+5,144
+12% +$323K 0.05% 219
2022
Q1 		$2.71M Sell
41,232
-2,344
-5% -$152K 0.04% 237
2021
Q4 		$2.88M Buy
43,576
+1,528
+4% +$96.7K 0.05% 227
2021
Q3 		$2.51M Buy
42,048
+1,868
+5% +$115K 0.04% 234
2021
Q2 		$2.42M Buy
40,180
+4,446
+12% +$265K 0.04% 239
2021
Q1 		$2.05M Buy
35,734
+1,658
+5% +$91.2K 0.04% 241
2020
Q4 		$1.83M Buy
34,076
+1,626
+5% +$83.2K 0.04% 240
2020
Q3 		$1.57M Buy
32,450
+470
+1% +$22.8K 0.04% 243
2020
Q2 		$1.49M Sell
31,980
-5,032
-14% -$226K 0.04% 245
2020
Q1 		$1.5M Buy
37,012
+2,256
+6% +$110K 0.05% 207
2019
Q4 		$1.84M Buy
+34,756
New +$1.77M 0.05% 208

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

Equitable Holdings's DLN Position: Q2 2026 in Review

Equitable Holdings increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.1% in Q2 2026, buying an estimated $213K and bringing the position to 108,318 shares worth $10.4M. The position accounts for 0.06% of the portfolio, ranked #282.

Equitable Holdings first reported a position in DLN in Q4 2019 and has held it in 27 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Equitable Holdings held 108,318 shares of WisdomTree US LargeCap Dividend Fund worth $10.4M as of Q2 2026.
  • Equitable Holdings bought 2,250 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $213K.
  • WisdomTree US LargeCap Dividend Fund made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #282 holding.
  • Equitable Holdings first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.