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

Equitable Trust’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	$496K	Hold	5,149	–	–	0.02%	323
2026 Q1	$460K	Hold	5,149	–	–	0.02%	337
2025 Q4	$454K	Hold	5,149	–	–	0.02%	330
2025 Q3	$448K	Hold	5,149	–	–	0.02%	332
2025 Q2	$423K	Hold	5,149	–	–	0.02%	333
2025 Q1	$409K	Hold	5,149	–	–	0.02%	343
2024 Q4	$401K	Buy	+5,149	New	+$411K	0.02%	363

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

Equitable Trust's DLN Position: Q2 2026 in Review

Equitable Trust held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 5,149 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #323.

Equitable Trust first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Equitable Trust held 5,149 shares of WisdomTree US LargeCap Dividend Fund worth $496K as of Q2 2026.
Equitable Trust left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #323 holding.
Equitable Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.