Live Oak Investment Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Live Oak Investment 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	$740K	Buy	7,685 +321	+4%	+$30.3K	0.4%	55
2026 Q1	$658K	Buy	7,364 +742	+11%	+$67.5K	0.39%	59
2025 Q4	$583K	Sell	6,622 -1,266	-16%	-$111K	0.36%	61
2025 Q3	$686K	Buy	7,888 +181	+2%	+$15.3K	0.45%	54
2025 Q2	$633K	Hold	7,707	–	–	0.49%	52
2025 Q1	$612K	Buy	+7,707	New	+$615K	0.48%	53
2024 Q4	–	Hold	0	–	–	–	53
2024 Q3	–	Hold	0	–	–	–	55
2024 Q2	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	32
2023 Q3	–	Hold	0	–	–	–	36
2023 Q2	–	Hold	0	–	–	–	36
2023 Q1	–	Hold	0	–	–	–	35
2022 Q4	–	Hold	0	–	–	–	34

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

Live Oak Investment Partners's DLN Position: Q2 2026 in Review

Live Oak Investment Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 4.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 7,685 shares worth $740K. The position accounts for 0.4% of the portfolio, ranked #55.

Live Oak Investment Partners first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Live Oak Investment Partners held 7,685 shares of WisdomTree US LargeCap Dividend Fund worth $740K as of Q2 2026.
Live Oak Investment Partners bought 321 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $30.3K.
WisdomTree US LargeCap Dividend Fund made up 0.4% of Live Oak Investment Partners's portfolio in Q2 2026, its #55 holding.
Live Oak Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.