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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$315K Hold
3,275
– – 0.01% 273
2026
Q1 		$293K Hold
3,275
– – 0.01% 273
2025
Q4 		$288K Hold
3,275
– – 0.01% 283
2025
Q3 		$285K Hold
3,275
– – 0.01% 309
2025
Q2 		$269K Buy
3,275
+475
+17% +$37.1K 0.01% 269
2025
Q1 		$222K Hold
2,800
– – 0.01% 331
2024
Q4 		$225K Buy
2,800
+1,800
+180% +$144K 0.01% 280
2024
Q3 		$78.6K Buy
+1,000
New +$75.5K ﹤0.01% 470

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Ameriprise
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GVAG
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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
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Cetera Investment Advisers
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Johnson Financial Group Inc (Wisconsin)'s DLN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,275 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #273.

Johnson Financial Group Inc (Wisconsin) first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,275 shares of WisdomTree US LargeCap Dividend Fund worth $315K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #273 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.