HCA
DLN icon

Harpswell Capital Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Harpswell Capital 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 		$963K Hold
10,000
– – 0.62% 21
2026
Q1 		$893K Hold
10,000
– – 0.67% 22
2025
Q4 		$881K Hold
10,000
– – 0.7% 20
2025
Q3 		$870K Buy
+10,000
New +$846K 0.83% 18

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

Harpswell Capital Advisors's DLN Position: Q2 2026 in Review

Harpswell Capital Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 10,000 shares worth $963K. The position accounts for 0.62% of the portfolio, ranked #21.

Harpswell Capital Advisors first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Harpswell Capital Advisors held 10,000 shares of WisdomTree US LargeCap Dividend Fund worth $963K as of Q2 2026.
  • Harpswell Capital Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.62% of Harpswell Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Harpswell Capital Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.