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Global Retirement Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Global Retirement Partners’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 		$329K Buy
+3,418
New +$323K 0.01% 1265
2025
Q4 		$993K Buy
11,275
+1,306
+13% +$114K 0.02% 669
2025
Q3 		$868K Buy
9,969
+1,292
+15% +$109K 0.02% 582
2025
Q2 		$713K Buy
+8,677
New +$678K 0.02% 601
2024
Q4 		$879K Buy
11,298
+37
+0.3% +$2.95K 0.03% 486
2024
Q3 		$885K Buy
11,261
+235
+2% +$17.7K 0.03% 470
2024
Q2 		$802K Buy
11,026
+5,017
+83% +$357K 0.03% 481
2024
Q1 		$434K Sell
6,009
-980
-14% -$67.3K 0.02% 566
2023
Q4 		$463K Buy
6,989
+791
+13% +$49.7K 0.02% 516
2023
Q3 		$375K Buy
6,198
+162
+3% +$10.3K 0.02% 503
2023
Q2 		$384K Buy
6,036
+120
+2% +$7.44K 0.02% 509
2023
Q1 		$362K Sell
5,916
-306
-5% -$19K 0.02% 500
2022
Q4 		$385K Buy
6,222
+15
+0.2% +$916 0.03% 416
2022
Q3 		$380K Sell
6,207
-64
-1% -$3.88K 0.03% 408
2022
Q2 		$371K Hold
6,271
– – 0.03% 410
2022
Q1 		$391K Buy
+6,271
New +$406K 0.03% 398
2021
Q4 		– Sell
-2,634
Closed -$157K – 590
2021
Q3 		$157K Hold
2,634
– – 0.02% 527
2021
Q2 		$158K Buy
2,634
+64
+2% +$3.82K 0.02% 517
2021
Q1 		$147K Hold
2,570
– – 0.02% 482
2020
Q4 		$138K Buy
2,570
+1,900
+284% +$97.3K 0.02% 460
2020
Q3 		$33K Hold
670
– – ﹤0.01% 751
2020
Q2 		$31K Sell
670
-2,940
-81% -$132K ﹤0.01% 759
2020
Q1 		$146K Buy
3,610
+2,940
+439% +$144K 0.03% 377
2019
Q4 		$35K Hold
670
– – 0.01% 739
2019
Q3 		$33K Hold
670
– – 0.01% 729
2019
Q2 		$32K Hold
670
– – 0.01% 728
2019
Q1 		$32K Hold
670
– – 0.01% 675
2018
Q4 		$28K Hold
670
– – 0.01% 653
2018
Q3 		$32K Hold
670
– – 0.01% 667
2018
Q2 		$30K Hold
670
– – 0.01% 675
2018
Q1 		$30K Hold
670
– – 0.01% 652
2017
Q4 		$31K Hold
670
– – 0.01% 620
2017
Q3 		$29K Buy
+670
New +$28.6K 0.01% 547

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Global Retirement Partners's DLN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 3,418 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DLN as recently as Q4 2025.

Global Retirement Partners first reported a position in DLN in Q3 2017 and has held it in 33 quarters since. The position peaked at $993K in Q4 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Global Retirement Partners held 3,418 shares of WisdomTree US LargeCap Dividend Fund worth $329K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1265 holding.
  • Global Retirement Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's WisdomTree US LargeCap Dividend Fund position peaked at $993K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.