Focus Partners Wealth
DLN icon

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

Focus Partners Wealth’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 		$252M Buy
2,612,755
+24,520
+0.9% +$2.32M 0.26% 82
2026
Q1 		$231M Buy
2,588,235
+9,077
+0.4% +$825K 0.26% 86
2025
Q4 		$227M Buy
2,579,158
+116,260
+5% +$10.2M 0.26% 80
2025
Q3 		$214M Buy
2,462,898
+51,051
+2% +$4.32M 0.35% 62
2025
Q2 		$198M Buy
2,411,847
+40,866
+2% +$3.19M 0.43% 46
2025
Q1 		$188M Buy
2,370,981
+20,155
+0.9% +$1.61M 0.47% 45
2024
Q4 		$183M Buy
2,350,826
+2,331,196
+11,876% +$186M 0.47% 40
2024
Q3 		$1.54M Sell
19,630
-2,181,356
-99% -$165M ﹤0.01% 834
2024
Q2 		$160M Buy
2,200,986
+9,763
+0.4% +$695K 0.54% 40
2024
Q1 		$158M Buy
2,191,223
+2,176,934
+15,235% +$149M 1.28% 11
2023
Q4 		$949K Buy
+14,289
New +$898K 0.01% 459

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
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
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Focus Partners Wealth's DLN Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.95% in Q2 2026, buying an estimated $2.32M and bringing the position to 2,612,755 shares worth $252M. The position accounts for 0.26% of the portfolio, ranked #82.

Focus Partners Wealth first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Focus Partners Wealth held 2,612,755 shares of WisdomTree US LargeCap Dividend Fund worth $252M as of Q2 2026.
  • Focus Partners Wealth bought 24,520 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.32M.
  • WisdomTree US LargeCap Dividend Fund made up 0.26% of Focus Partners Wealth's portfolio in Q2 2026, its #82 holding.
  • Focus Partners Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.