G&S Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

G&S Capital’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	$1.57M	Buy	+16,276	New	+$1.54M	0.45%	69

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

G&S Capital's DLN Position: Q2 2026 in Review

G&S Capital opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 16,276 shares worth $1.57M. The stake represents 0.45% of the portfolio and ranks #69 among its holdings.

477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

G&S Capital held 16,276 shares of WisdomTree US LargeCap Dividend Fund worth $1.57M as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new G&S Capital position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.45% of G&S Capital's portfolio in Q2 2026, its #69 holding.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on G&S Capital's 13F filing for Q2 2026, filed 10 Jul 2026.