Glassman Wealth Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Glassman Wealth Services’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	$71.4K	Buy	+741	New	+$70K	0.01%	134
2024 Q1	–	Sell	-741	Closed	-$49.2K	–	645
2023 Q4	$49.2K	Hold	741	–	–	0.01%	457
2023 Q3	$45.6K	Hold	741	–	–	0.01%	447
2023 Q2	$47.1K	Buy	741 +183	+33%	+$11.4K	0.01%	422
2023 Q1	$34.5K	Hold	558	–	–	0.01%	494
2022 Q4	$34.6K	Hold	558	–	–	0.01%	512
2022 Q3	$31K	Hold	558	–	–	0.01%	498
2022 Q2	$33K	Hold	558	–	–	0.01%	484
2022 Q1	$37K	Hold	558	–	–	0.01%	476
2021 Q4	$37K	Buy	+558	New	+$35.3K	0.01%	440

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

Glassman Wealth Services's DLN Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 741 shares worth $71.4K. The stake represents 0.01% of the portfolio and ranks #134 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in DLN as recently as Q4 2023.

Glassman Wealth Services first reported a position in DLN in Q4 2021 and has held it in 10 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Glassman Wealth Services held 741 shares of WisdomTree US LargeCap Dividend Fund worth $71.4K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Glassman Wealth Services position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #134 holding.
Glassman Wealth Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 10 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.