Lake Street Private Wealth’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Lake Street Private Wealth’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	$301K	Sell	3,122 -134	-4%	-$12.7K	0.03%	229
2026 Q1	$289K	Sell	3,256 -60,067	-95%	-$5.46M	0.04%	213
2025 Q4	$5.58M	Buy	63,323 +817	+1%	+$71.4K	0.68%	43
2025 Q3	$5.44M	Buy	62,506 +627	+1%	+$53.1K	0.7%	45
2025 Q2	$5.08M	Buy	61,879 +369	+0.6%	+$28.8K	0.72%	44
2025 Q1	$4.88M	Sell	61,510 -76,748	-56%	-$6.12M	0.8%	40
2024 Q4	$10.8M	Buy	+138,258	New	+$11M	1.72%	9
2024 Q3	–	Sell	-141,082	Closed	-$10.3M	–	274
2024 Q2	$10.3M	Buy	141,082 +4,858	+4%	+$346K	1.33%	12
2024 Q1	$9.83M	Sell	136,224 -50,606	-27%	-$3.47M	1.36%	12
2023 Q4	$12.4M	Buy	186,830 +1,742	+0.9%	+$109K	1.95%	8
2023 Q3	$11.4M	Sell	185,088 -9,990	-5%	-$638K	2.06%	7
2023 Q2	$12.4M	Buy	195,078 +11,151	+6%	+$692K	2.18%	6
2023 Q1	$11.4M	Buy	183,927 +7,016	+4%	+$435K	2.12%	5
2022 Q4	$11M	Sell	176,911 -4,002	-2%	-$244K	2.27%	4
2022 Q3	$10M	Buy	180,913 +1,513	+0.8%	+$91.7K	2.3%	4
2022 Q2	$10.6M	Buy	179,400 +3,768	+2%	+$237K	2.23%	4
2022 Q1	$11.5M	Buy	175,632 +6,820	+4%	+$442K	2.07%	6
2021 Q4	$11.1M	Buy	168,812 +2,352	+1%	+$149K	1.96%	7
2021 Q3	$9.93M	Buy	166,460 +24,350	+17%	+$1.5M	2.41%	6
2021 Q2	$8.59M	Buy	142,110 +31,130	+28%	+$1.86M	2.19%	7
2021 Q1	$6.36M	Buy	110,980 +7,464	+7%	+$410K	1.76%	9
2020 Q4	$5.56M	Sell	103,516 -5,582	-5%	-$286K	1.61%	11
2020 Q3	$5.29M	Buy	109,098 +3,144	+3%	+$153K	1.78%	11
2020 Q2	$4.92M	Sell	105,954 -1,064	-1%	-$47.9K	1.82%	10
2020 Q1	$4.33M	Buy	107,018 +14,476	+16%	+$709K	1.97%	9
2019 Q4	$4.9M	Buy	92,542 +2,434	+3%	+$124K	1.88%	9
2019 Q3	$4.46M	Buy	+90,108	New	+$4.39M	2.03%	8

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

Lake Street Private Wealth's DLN Position: Q2 2026 in Review

Lake Street Private Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.1% in Q2 2026, selling an estimated $12.7K and leaving 3,122 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #229.

Lake Street Private Wealth first reported a position in DLN in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.4M in Q2 2023. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Lake Street Private Wealth held 3,122 shares of WisdomTree US LargeCap Dividend Fund worth $301K as of Q2 2026.
Lake Street Private Wealth sold 134 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $12.7K.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #229 holding.
Lake Street Private Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and has held it in 27 quarters since.
Lake Street Private Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $12.4M in Q2 2023.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.