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Gerber Kawasaki Wealth & Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$296K Buy
3,078
+15
+0.5% +$1.42K 0.01% 298
2026
Q1 		$274K Sell
3,063
-539
-15% -$49K 0.01% 293
2025
Q4 		$317K Buy
3,602
+19
+0.5% +$1.66K 0.01% 276
2025
Q3 		$312K Buy
+3,583
New +$303K 0.01% 267

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Gerber Kawasaki Wealth & Investment Management's DLN Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.49% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,078 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #298.

Gerber Kawasaki Wealth & Investment Management first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q4 2025. 371 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 3,078 shares of WisdomTree US LargeCap Dividend Fund worth $296K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 15 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.42K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #298 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $317K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.