IFWM
DLN icon

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

Institute for 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 		$248K Hold
2,576
– – 0.02% 463
2026
Q1 		$230K Hold
2,576
– – 0.02% 490
2025
Q4 		$227K Sell
2,576
-780
-23% -$68.1K 0.02% 506
2025
Q3 		$292K Sell
3,356
-600
-15% -$50.8K 0.03% 457
2025
Q2 		$325K Sell
3,956
-13
-0.3% -$1.01K 0.04% 410
2025
Q1 		$315K Sell
3,969
-115
-3% -$9.18K 0.04% 404
2024
Q4 		$318K Sell
4,084
-64
-2% -$5.1K 0.04% 388
2024
Q3 		$326K Hold
4,148
– – 0.04% 397
2024
Q2 		$302K Hold
4,148
– – 0.04% 385
2024
Q1 		$299K Sell
4,148
-28
-0.7% -$1.92K 0.04% 389
2023
Q4 		$277K Hold
4,176
– – 0.05% 389
2023
Q3 		$257K Hold
4,176
– – 0.05% 378
2023
Q2 		$266K Hold
4,176
– – 0.04% 387
2023
Q1 		$258K Sell
4,176
-230
-5% -$14.3K 0.05% 386
2022
Q4 		$273K Hold
4,406
– – 0.06% 368
2022
Q3 		$243K Hold
4,406
– – 0.05% 380
2022
Q2 		$260K Buy
4,406
+230
+6% +$14.5K 0.05% 429
2022
Q1 		$274K Hold
4,176
– – 0.04% 448
2021
Q4 		$276K Hold
4,176
– – 0.05% 397
2021
Q3 		$249K Hold
4,176
– – 0.04% 417
2021
Q2 		$251K Hold
4,176
– – 0.04% 417
2021
Q1 		$239K Hold
4,176
– – 0.05% 405
2020
Q4 		$224K Hold
4,176
– – 0.04% 407
2020
Q3 		$203K Buy
+4,176
New +$203K 0.05% 396
2020
Q1 		– Sell
-3,230
Closed -$171K – 437
2019
Q4 		$171K Buy
+3,230
New +$165K 0.04% 432

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

Institute for Wealth Management's DLN Position: Q2 2026 in Review

Institute for Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,576 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #463.

Institute for Wealth Management first reported a position in DLN in Q4 2019 and has held it in 25 quarters since. The position peaked at $326K in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Institute for Wealth Management held 2,576 shares of WisdomTree US LargeCap Dividend Fund worth $248K as of Q2 2026.
  • Institute for Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Institute for Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 25 quarters since.
  • Institute for Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $326K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.