GHP Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GHP Investment Advisors’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	$70.2K	Hold	728	–	–	﹤0.01%	525
2026 Q1	$65.1K	Sell	728 -20	-3%	-$1.82K	﹤0.01%	510
2025 Q4	$65.9K	Hold	748	–	–	﹤0.01%	494
2025 Q3	$65.1K	Hold	748	–	–	﹤0.01%	491
2025 Q2	$61.5K	Hold	748	–	–	﹤0.01%	495
2025 Q1	$59.4K	Hold	748	–	–	﹤0.01%	484
2024 Q4	$58.2K	Hold	748	–	–	﹤0.01%	488
2024 Q3	$58.8K	Hold	748	–	–	﹤0.01%	496
2024 Q2	$54.4K	Hold	748	–	–	﹤0.01%	494
2024 Q1	$54K	Hold	748	–	–	﹤0.01%	492
2023 Q4	$49.7K	Hold	748	–	–	﹤0.01%	486
2023 Q3	$46.1K	Hold	748	–	–	﹤0.01%	500
2023 Q2	$48.2K	Hold	748	–	–	﹤0.01%	488
2023 Q1	$46.3K	Hold	748	–	–	﹤0.01%	495
2022 Q4	$46.4K	Hold	748	–	–	﹤0.01%	497
2022 Q3	$41K	Hold	748	–	–	﹤0.01%	503
2022 Q2	$44K	Hold	748	–	–	﹤0.01%	494
2022 Q1	$49K	Buy	+748	New	+$48.4K	﹤0.01%	500

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

GHP Investment Advisors's DLN Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 728 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

GHP Investment Advisors first reported a position in DLN in Q1 2022 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

GHP Investment Advisors held 728 shares of WisdomTree US LargeCap Dividend Fund worth $70.2K as of Q2 2026.
GHP Investment Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #525 holding.
GHP Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.