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

IHT 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 		$745K Buy
7,733
+36
+0.5% +$3.4K 0.02% 694
2026
Q1 		$688K Buy
7,697
+32
+0.4% +$2.91K 0.02% 711
2025
Q4 		$675K Buy
7,665
+40
+0.5% +$3.49K 0.02% 661
2025
Q3 		$664K Sell
7,625
-1,100
-13% -$93.1K 0.02% 649
2025
Q2 		$717K Buy
8,725
+41
+0.5% +$3.2K 0.02% 591
2025
Q1 		$689K Buy
8,684
+32
+0.4% +$2.55K 0.02% 573
2024
Q4 		$673K Sell
8,652
-1,272
-13% -$101K 0.02% 585
2024
Q3 		$779K Buy
9,924
+1,349
+16% +$102K 0.02% 577
2024
Q2 		$624K Sell
8,575
-98
-1% -$6.97K 0.02% 569
2024
Q1 		$626K Sell
8,673
-869
-9% -$59.7K 0.03% 562
2023
Q4 		$633K Sell
9,542
-1,092
-10% -$68.6K 0.03% 520
2023
Q3 		$654K Buy
10,634
+231
+2% +$14.7K 0.03% 470
2023
Q2 		$662K Buy
10,403
+43
+0.4% +$2.67K 0.03% 452
2023
Q1 		$641K Buy
10,360
+99
+1% +$6.14K 0.04% 433
2022
Q4 		$636K Buy
10,261
+548
+6% +$33.5K 0.04% 413
2022
Q3 		$537K Buy
9,713
+2,199
+29% +$133K 0.04% 435
2022
Q2 		$444K Buy
7,514
+49
+0.7% +$3.08K 0.04% 415
2022
Q1 		$491K Buy
7,465
+32
+0.4% +$2.07K 0.04% 415
2021
Q4 		$491K Buy
7,433
+45
+0.6% +$2.85K 0.04% 442
2021
Q3 		$441K Buy
+7,388
New +$455K 0.04% 463

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

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

IHT Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.47% in Q2 2026, buying an estimated $3.4K and bringing the position to 7,733 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #694.

IHT Wealth Management first reported a position in DLN in Q3 2021 and has held it in 20 quarters since. The position peaked at $779K in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • IHT Wealth Management held 7,733 shares of WisdomTree US LargeCap Dividend Fund worth $745K as of Q2 2026.
  • IHT Wealth Management bought 36 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.4K.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #694 holding.
  • IHT Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 20 quarters since.
  • IHT Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $779K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.