Financial Perspectives’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Financial Perspectives’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	$1.54K	Hold	16	–	–	﹤0.01%	665
2026 Q1	$1.43K	Hold	16	–	–	﹤0.01%	651
2025 Q4	$1.41K	Hold	16	–	–	﹤0.01%	652
2025 Q3	$1.39K	Hold	16	–	–	﹤0.01%	650
2025 Q2	$1.31K	Hold	16	–	–	﹤0.01%	649
2025 Q1	$1.27K	Hold	16	–	–	﹤0.01%	650
2024 Q4	$1.25K	Hold	16	–	–	﹤0.01%	654
2024 Q3	$1.26K	Buy	+16	New	+$1.21K	﹤0.01%	608

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

Financial Perspectives's DLN Position: Q2 2026 in Review

Financial Perspectives held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 16 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Financial Perspectives first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Financial Perspectives held 16 shares of WisdomTree US LargeCap Dividend Fund worth $1.54K as of Q2 2026.
Financial Perspectives left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #665 holding.
Financial Perspectives first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.