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IAG Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

IAG Wealth 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 		$38.8M Buy
402,998
+3,814
+1% +$360K 3.84% 6
2026
Q1 		$35.7M Buy
399,184
+8,623
+2% +$784K 3.98% 6
2025
Q4 		$34.4M Sell
390,561
-3,338
-0.8% -$292K 3.98% 6
2025
Q3 		$34.3M Sell
393,899
-4,252
-1% -$360K 4.12% 6
2025
Q2 		$32.7M Sell
398,151
-17,455
-4% -$1.36M 4.33% 5
2025
Q1 		$33M Buy
415,606
+3,221
+0.8% +$257K 5.13% 3
2024
Q4 		$32.1M Sell
412,385
-5,980
-1% -$477K 5.66% 3
2024
Q3 		$32.9M Buy
418,365
+8,950
+2% +$675K 6.08% 3
2024
Q2 		$29.8M Buy
409,415
+19,642
+5% +$1.4M 5.99% 3
2024
Q1 		$28.1M Buy
389,773
+6,512
+2% +$447K 6.04% 3
2023
Q4 		$25.4M Buy
383,261
+458
+0.1% +$28.8K 5.8% 4
2023
Q3 		$23.5M Buy
382,803
+3,403
+0.9% +$217K 6.56% 4
2023
Q2 		$24.1M Buy
379,400
+5,824
+2% +$361K 6.38% 4
2023
Q1 		$23.1M Buy
373,576
+17,899
+5% +$1.11M 6.41% 4
2022
Q4 		$22M Sell
355,677
-1,612
-0.5% -$98.4K 6.49% 4
2022
Q3 		$19.7M Buy
357,289
+17,866
+5% +$1.08M 6.56% 4
2022
Q2 		$20.1M Buy
339,423
+13,991
+4% +$880K 6.56% 5
2022
Q1 		$21.4M Buy
325,432
+19,390
+6% +$1.26M 6.73% 5
2021
Q4 		$20.2M Buy
306,042
+21,984
+8% +$1.39M 6.48% 6
2021
Q3 		$16.9M Buy
284,058
+16,690
+6% +$1.03M 6.03% 6
2021
Q2 		$16.1M Buy
267,368
+5,548
+2% +$331K 5.77% 6
2021
Q1 		$15M Buy
261,820
+12,984
+5% +$714K 5.72% 6
2020
Q4 		$13.4M Buy
248,836
+18,434
+8% +$944K 5.46% 6
2020
Q3 		$11.2M Buy
230,402
+30,498
+15% +$1.48M 5.16% 7
2020
Q2 		$9.28M Buy
199,904
+70,356
+54% +$3.17M 4.5% 8
2020
Q1 		$5.24M Buy
129,548
+107,284
+482% +$5.25M 3.5% 11
2019
Q4 		$1.18M Buy
+22,264
New +$1.13M 0.77% 19

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

IAG Wealth Partners's DLN Position: Q2 2026 in Review

IAG Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.96% in Q2 2026, buying an estimated $360K and bringing the position to 402,998 shares worth $38.8M. The position accounts for 3.84% of the portfolio, ranked #6.

IAG Wealth Partners first reported a position in DLN in Q4 2019 and has held it in 27 quarters since. 478 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • IAG Wealth Partners held 402,998 shares of WisdomTree US LargeCap Dividend Fund worth $38.8M as of Q2 2026.
  • IAG Wealth Partners bought 3,814 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $360K.
  • WisdomTree US LargeCap Dividend Fund made up 3.84% of IAG Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • IAG Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • 478 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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