Kovitz Investment Group Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Kovitz Investment Group Partners’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	$445K	Buy	4,614 +22	+0.5%	+$2.08K	0.01%	400
2026 Q1	$410K	Buy	4,592 +19	+0.4%	+$1.73K	0.01%	418
2025 Q4	$403K	Sell	4,573 -14,254	-76%	-$1.24M	0.01%	412
2025 Q3	$1.64M	Buy	18,827 +9,430	+100%	+$798K	0.01%	712
2025 Q2	$772K	Buy	9,397 +969	+11%	+$75.7K	﹤0.01%	855
2025 Q1	$669K	Buy	8,428 +34	+0.4%	+$2.71K	﹤0.01%	839
2024 Q4	$653K	Buy	+8,394	New	+$669K	﹤0.01%	827

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

Kovitz Investment Group Partners's DLN Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.48% in Q2 2026, buying an estimated $2.08K and bringing the position to 4,614 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #400.

Kovitz Investment Group Partners first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q3 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Kovitz Investment Group Partners held 4,614 shares of WisdomTree US LargeCap Dividend Fund worth $445K as of Q2 2026.
Kovitz Investment Group Partners bought 22 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.08K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #400 holding.
Kovitz Investment Group Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.64M in Q3 2025.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.