HI
DLN icon

Harbour Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Harbour Investments’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 		$1.62M Buy
16,818
+3,178
+23% +$300K 0.02% 617
2026
Q1 		$1.22M Buy
13,640
+8,644
+173% +$786K 0.02% 693
2025
Q4 		$440K Hold
4,996
– – 0.01% 911
2025
Q3 		$435K Buy
4,996
+914
+22% +$77.3K 0.01% 883
2025
Q2 		$335K Hold
4,082
– – 0.01% 937
2025
Q1 		$324K Buy
4,082
+1,139
+39% +$90.9K 0.01% 885
2024
Q4 		$229K Hold
2,943
– – 0.01% 981
2024
Q3 		$231K Hold
2,943
– – 0.01% 959
2024
Q2 		$214K Hold
2,943
– – 0.01% 924
2024
Q1 		$212K Hold
2,943
– – 0.01% 893
2023
Q4 		$195K Buy
2,943
+345
+13% +$21.7K 0.01% 859
2023
Q3 		$160K Sell
2,598
-112
-4% -$7.15K 0.01% 867
2023
Q2 		$172K Hold
2,710
– – 0.01% 854
2023
Q1 		$168K Hold
2,710
– – 0.01% 830
2022
Q4 		$168K Sell
2,710
-728
-21% -$44.4K 0.01% 803
2022
Q3 		$203K Hold
3,438
– – 0.01% 682
2022
Q2 		$203K Buy
+3,438
New +$216K 0.01% 682
2021
Q4 		$209K Sell
3,171
-2,039
-39% -$129K 0.01% 701
2021
Q3 		$311K Buy
5,210
+6
+0.1% +$370 0.01% 824
2021
Q2 		$313K Buy
5,204
+2
+0% +$119 0.01% 857
2021
Q1 		$298K Buy
+5,202
New +$286K 0.01% 799

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

Harbour Investments's DLN Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 23% in Q2 2026, buying an estimated $300K and bringing the position to 16,818 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #617.

Harbour Investments first reported a position in DLN in Q1 2021 and has held it in 21 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Harbour Investments held 16,818 shares of WisdomTree US LargeCap Dividend Fund worth $1.62M as of Q2 2026.
  • Harbour Investments bought 3,178 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $300K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #617 holding.
  • Harbour Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.