Fisher Asset Management
DLN icon

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

Fisher 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 		– Sell
-7,641
Closed -$683K – 1060
2026
Q1 		$683K Buy
+7,641
New +$695K ﹤0.01% 735

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Morgan Stanley
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Focus Partners Wealth
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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

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

Fisher Asset Management sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 7,641 shares — an estimated $683K sold.

Fisher Asset Management first reported a position in DLN in Q1 2026 and held it in 1 quarter. The position peaked at $683K in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Fisher Asset Management reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Fisher Asset Management sold 7,641 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $683K.
  • Fisher Asset Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Fisher Asset Management's WisdomTree US LargeCap Dividend Fund position peaked at $683K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.