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Regatta Research & Money Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Regatta Research & Money Management’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 		$36.4K Buy
+378
New +$35.7K 0.03% 311

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regatta Research & Money Management's DLN Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 378 shares worth $36.4K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings.

401 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Regatta Research & Money Management held 378 shares of WisdomTree US LargeCap Dividend Fund worth $36.4K as of Q2 2026.
  • WisdomTree US LargeCap Dividend Fund was a new Regatta Research & Money Management position in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #311 holding.
  • 401 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.