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Henderson Brothers Financial Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Henderson Brothers Financial 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 		$561K Sell
5,822
-5,768
-50% -$545K 0.27% 43
2026
Q1 		$1.04M Buy
+11,590
New +$1.05M 0.26% 42
2025
Q1 		$508K Buy
+5,771
New +$460K 0.25% 39

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

Henderson Brothers Financial Partners's DLN Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 50% in Q2 2026, selling an estimated $545K and leaving 5,822 shares worth $561K. The position accounts for 0.27% of the portfolio, ranked #43.

Henderson Brothers Financial Partners first reported a position in DLN in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Henderson Brothers Financial Partners held 5,822 shares of WisdomTree US LargeCap Dividend Fund worth $561K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 5,768 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $545K.
  • WisdomTree US LargeCap Dividend Fund made up 0.27% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #43 holding.
  • Henderson Brothers Financial Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.04M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.