HB Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

HB Wealth Management’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	$1.6M	Sell	16,653 -1,026	-6%	-$97K	0.01%	544
2026 Q1	$1.58M	Hold	17,679	–	–	0.01%	501
2025 Q4	$1.56M	Buy	17,679 +327	+2%	+$28.6K	0.01%	477
2025 Q3	$1.51M	Hold	17,352	–	–	0.01%	490
2025 Q2	$1.43M	Hold	17,352	–	–	0.01%	455
2025 Q1	$1.38M	Sell	17,352 -718	-4%	-$57.3K	0.01%	465
2024 Q4	$1.41M	Buy	18,070 +718	+4%	+$57.3K	0.01%	358
2024 Q3	$1.36M	Hold	17,352	–	–	0.01%	336
2024 Q2	$1.26M	Hold	17,352	–	–	0.01%	322
2024 Q1	$1.25M	Hold	17,352	–	–	0.02%	308
2023 Q4	$1.15M	Hold	17,352	–	–	0.02%	299
2023 Q3	$1.07M	Hold	17,352	–	–	0.02%	291
2023 Q2	$1.1M	Hold	17,352	–	–	0.02%	279
2023 Q1	$1.07M	Hold	17,352	–	–	0.02%	278
2022 Q4	$1.07M	Sell	17,352 -362	-2%	-$22.1K	0.02%	271
2022 Q3	$979K	Buy	+17,714	New	+$1.07M	0.02%	257

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

HB Wealth Management's DLN Position: Q2 2026 in Review

HB Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.8% in Q2 2026, selling an estimated $97K and leaving 16,653 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #544.

HB Wealth Management first reported a position in DLN in Q3 2022 and has held it in 16 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

HB Wealth Management held 16,653 shares of WisdomTree US LargeCap Dividend Fund worth $1.6M as of Q2 2026.
HB Wealth Management sold 1,026 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $97K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #544 holding.
HB Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.