JTC Employer Solutions Trustee’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JTC Employer Solutions Trustee’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	$141K	Hold	1,465	–	–	0.01%	179
2026 Q1	$131K	Hold	1,465	–	–	0.01%	187
2025 Q4	$129K	Hold	1,465	–	–	0.01%	191
2025 Q3	$127K	Hold	1,465	–	–	0.01%	195
2025 Q2	$120K	Hold	1,465	–	–	0.01%	183
2025 Q1	$116K	Hold	1,465	–	–	0.01%	186
2024 Q4	$114K	Hold	1,465	–	–	0.01%	182
2024 Q3	$115K	Hold	1,465	–	–	0.01%	185
2024 Q2	$107K	Hold	1,465	–	–	0.01%	189
2024 Q1	$105K	Hold	1,465	–	–	0.01%	192
2023 Q4	$97K	Hold	1,465	–	–	0.01%	194
2023 Q3	$90K	Hold	1,465	–	–	0.01%	200
2023 Q2	$93K	Hold	1,465	–	–	0.01%	197
2023 Q1	$91K	Hold	1,465	–	–	0.01%	209
2022 Q4	$91K	Hold	1,465	–	–	0.01%	208
2022 Q3	$81K	Hold	1,465	–	–	0.01%	181
2022 Q2	$87K	Hold	1,465	–	–	0.01%	162
2022 Q1	$96K	Hold	1,465	–	–	0.01%	170
2021 Q4	$97K	Sell	1,465 -1,465	-50%	-$92.7K	0.01%	168
2021 Q3	$175K	Hold	2,930	–	–	0.02%	119
2021 Q2	$176K	Buy	+2,930	New	+$175K	0.03%	107

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JTC Employer Solutions Trustee's DLN Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 1,465 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #179.

JTC Employer Solutions Trustee first reported a position in DLN in Q2 2021 and has held it in 21 quarters since. The position peaked at $176K in Q2 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

JTC Employer Solutions Trustee held 1,465 shares of WisdomTree US LargeCap Dividend Fund worth $141K as of Q2 2026.
JTC Employer Solutions Trustee left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #179 holding.
JTC Employer Solutions Trustee first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's WisdomTree US LargeCap Dividend Fund position peaked at $176K in Q2 2021.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.