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Integrated Wealth Concepts’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Integrated Wealth Concepts’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 		$1.17M Buy
12,127
+628
+5% +$59.3K 0.01% 1119
2026
Q1 		$1.03M Buy
11,499
+8,697
+310% +$791K 0.01% 1095
2025
Q4 		$247K Sell
2,802
-8,216
-75% -$718K ﹤0.01% 1413
2025
Q3 		$959K Buy
11,018
+3,236
+42% +$274K 0.01% 1005
2025
Q2 		$639K Sell
7,782
-1,360
-15% -$106K 0.01% 1140
2025
Q1 		$726K Sell
9,142
-369
-4% -$29.4K 0.01% 977
2024
Q4 		$740K Buy
9,511
+2,176
+30% +$174K 0.01% 955
2024
Q3 		$576K Buy
7,335
+447
+6% +$33.7K 0.01% 1022
2024
Q2 		$501K Buy
6,888
+3,580
+108% +$255K 0.01% 1049
2024
Q1 		$239K Sell
3,308
-315
-9% -$21.6K ﹤0.01% 1443
2023
Q4 		$240K Buy
+3,623
New +$228K ﹤0.01% 1377
2023
Q2 		– Sell
-4,013
Closed -$248K – 1569
2023
Q1 		$248K Buy
+4,013
New +$249K 0.01% 1145

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

Integrated Wealth Concepts's DLN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.5% in Q2 2026, buying an estimated $59.3K and bringing the position to 12,127 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1119.

Integrated Wealth Concepts first reported a position in DLN in Q1 2023 and has held it in 12 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Integrated Wealth Concepts held 12,127 shares of WisdomTree US LargeCap Dividend Fund worth $1.17M as of Q2 2026.
  • Integrated Wealth Concepts bought 628 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $59.3K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1119 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 12 quarters since.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.