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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Focus Partners Advisor Solutions's DLN Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.65% in Q1 2026, selling an estimated $4.18K and leaving 7,030 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #709.

Focus Partners Advisor Solutions first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. The position peaked at $767K in Q3 2025. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

Focus Partners Advisor Solutions held 7,030 shares of WisdomTree US LargeCap Dividend Fund worth $628K as of Q1 2026.
Focus Partners Advisor Solutions sold 46 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $4.18K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #709 holding.
Focus Partners Advisor Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
Focus Partners Advisor Solutions's WisdomTree US LargeCap Dividend Fund position peaked at $767K in Q3 2025.
465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.