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Focus Partners Advisor Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Focus Partners Advisor Solutions’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 		$663K Sell
6,882
-148
-2% -$14K 0.01% 706
2026
Q1 		$628K Sell
7,030
-46
-0.7% -$4.18K 0.01% 709
2025
Q4 		$623K Sell
7,076
-1,740
-20% -$152K 0.01% 647
2025
Q3 		$767K Buy
8,816
+1,902
+28% +$161K 0.01% 619
2025
Q2 		$568K Hold
6,914
– – 0.01% 629
2025
Q1 		$549K Buy
6,914
+1,993
+40% +$159K 0.01% 561
2024
Q4 		$383K Buy
4,921
+1,712
+53% +$137K 0.01% 537
2024
Q3 		$252K Sell
3,209
-405
-11% -$30.6K 0.01% 641
2024
Q2 		$263K Sell
3,614
-609
-14% -$43.3K 0.01% 522
2024
Q1 		$305K Sell
4,223
-436
-9% -$29.9K 0.01% 462
2023
Q4 		$309K Sell
4,659
-81
-2% -$5.09K 0.01% 328
2023
Q3 		$291K Sell
4,740
-152
-3% -$9.7K 0.01% 350
2023
Q2 		$311K Sell
4,892
-26
-0.5% -$1.61K 0.02% 292
2023
Q1 		$304K Sell
4,918
-1,946
-28% -$121K 0.02% 278
2022
Q4 		$425K Sell
6,864
-1,632
-19% -$99.6K 0.03% 213
2022
Q3 		$469K Buy
8,496
+3,462
+69% +$210K 0.03% 233
2022
Q2 		$298K Hold
5,034
– – 0.03% 261
2022
Q1 		$331K Sell
5,034
-126
-2% -$8.16K 0.03% 221
2021
Q4 		$341K Buy
+5,160
New +$326K 0.07% 90

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

Focus Partners Advisor Solutions's DLN Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.1% in Q2 2026, selling an estimated $14K and leaving 6,882 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #706.

Focus Partners Advisor Solutions first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $767K in Q3 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Focus Partners Advisor Solutions held 6,882 shares of WisdomTree US LargeCap Dividend Fund worth $663K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 148 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $14K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #706 holding.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Focus Partners Advisor Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $767K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.