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DLN icon

Garde Capital’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Garde 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 		$260K Hold
2,700
– – 0.01% 217
2026
Q1 		$241K Hold
2,700
– – 0.01% 181
2025
Q4 		$238K Hold
2,700
– – 0.01% 198
2025
Q3 		$235K Hold
2,700
– – 0.01% 220
2025
Q2 		$222K Hold
2,700
– – 0.01% 215
2025
Q1 		$214K Hold
2,700
– – 0.01% 216
2024
Q4 		$210K Hold
2,700
– – 0.01% 209
2024
Q3 		$212K Hold
2,700
– – 0.01% 203
2024
Q2 		$196K Hold
2,700
– – 0.01% 207
2024
Q1 		$194K Hold
2,700
– – 0.01% 207
2023
Q4 		$179K Buy
+2,700
New +$170K 0.01% 214

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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Garde Capital's DLN Position: Q2 2026 in Review

Garde Capital held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,700 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #217.

Garde Capital first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 338 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Garde Capital held 2,700 shares of WisdomTree US LargeCap Dividend Fund worth $260K as of Q2 2026.
  • Garde Capital left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Garde Capital's portfolio in Q2 2026, its #217 holding.
  • Garde Capital first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 338 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.