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Kestra Private Wealth Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kestra Private Wealth Services’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 		$6.29M Sell
65,325
-877
-1% -$82.9K 0.07% 290
2026
Q1 		$5.91M Buy
66,202
+499
+0.8% +$45.4K 0.07% 285
2025
Q4 		$5.79M Buy
65,703
+844
+1% +$73.7K 0.07% 284
2025
Q3 		$5.64M Buy
64,859
+2,913
+5% +$247K 0.07% 273
2025
Q2 		$5.09M Buy
61,946
+13
+0% +$1.01K 0.07% 269
2025
Q1 		$4.92M Buy
61,933
+927
+2% +$74K 0.08% 252
2024
Q4 		$4.75M Buy
61,006
+3,873
+7% +$309K 0.08% 253
2024
Q3 		$4.49M Sell
57,133
-11,242
-16% -$848K 0.08% 245
2024
Q2 		$4.97M Buy
68,375
+2,951
+5% +$210K 0.1% 219
2024
Q1 		$4.72M Buy
65,424
+4,957
+8% +$340K 0.11% 210
2023
Q4 		$4.01M Buy
60,467
+4,280
+8% +$269K 0.1% 219
2023
Q3 		$3.45M Buy
56,187
+6,313
+13% +$403K 0.11% 214
2023
Q2 		$3.17M Buy
49,874
+44,449
+819% +$2.76M 0.11% 211
2023
Q1 		$336K Buy
+5,425
New +$337K 0.01% 743

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

Kestra Private Wealth Services's DLN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.3% in Q2 2026, selling an estimated $82.9K and leaving 65,325 shares worth $6.29M. The position accounts for 0.07% of the portfolio, ranked #290.

Kestra Private Wealth Services first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Kestra Private Wealth Services held 65,325 shares of WisdomTree US LargeCap Dividend Fund worth $6.29M as of Q2 2026.
  • Kestra Private Wealth Services sold 877 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $82.9K.
  • WisdomTree US LargeCap Dividend Fund made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #290 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.