KPP Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

KPP Advisory 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	$1.72M	Buy	17,873 +200	+1%	+$18.9K	0.22%	98
2026 Q1	$1.58M	Sell	17,673 -421	-2%	-$38.3K	0.23%	98
2025 Q4	$1.59M	Sell	18,094 -233	-1%	-$20.3K	0.23%	100
2025 Q3	$1.59M	Buy	18,327 +2,901	+19%	+$245K	0.24%	100
2025 Q2	$1.27M	Buy	15,426 +1,256	+9%	+$98.1K	0.21%	109
2025 Q1	$1.12M	Sell	14,170 -21	-0.1%	-$1.68K	0.21%	103
2024 Q4	$1.1M	Buy	14,191 +1,673	+13%	+$133K	0.26%	85
2024 Q3	$983K	Buy	+12,518	New	+$945K	0.24%	89

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

KPP Advisory Services's DLN Position: Q2 2026 in Review

KPP Advisory Services increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 17,873 shares worth $1.72M. The position accounts for 0.22% of the portfolio, ranked #98.

KPP Advisory Services 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.

KPP Advisory Services held 17,873 shares of WisdomTree US LargeCap Dividend Fund worth $1.72M as of Q2 2026.
KPP Advisory Services bought 200 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $18.9K.
WisdomTree US LargeCap Dividend Fund made up 0.22% of KPP Advisory Services's portfolio in Q2 2026, its #98 holding.
KPP Advisory Services 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.