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Main Street Financial Solutions’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Main Street Financial Solutions’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 		$18.6M Buy
192,864
+2,698
+1% +$255K 1.19% 14
2026
Q1 		$17M Sell
190,166
-2,240
-1% -$204K 1.24% 14
2025
Q4 		$16.9M Buy
192,406
+3,779
+2% +$330K 1.27% 14
2025
Q3 		$16.4M Buy
188,627
+13,129
+7% +$1.11M 1.05% 20
2025
Q2 		$14.4M Sell
175,498
-5,679
-3% -$444K 1.05% 20
2025
Q1 		$14.4M Buy
181,177
+9,964
+6% +$795K 1.25% 14
2024
Q4 		$13.3M Buy
171,213
+7,922
+5% +$632K 1.31% 15
2024
Q3 		$12.8M Buy
163,291
+7,829
+5% +$591K 1.18% 15
2024
Q2 		$11.3M Buy
155,462
+6,869
+5% +$489K 1.07% 17
2024
Q1 		$10.7M Sell
148,593
-31,844
-18% -$2.19M 1.15% 15
2023
Q4 		$12M Sell
180,437
-322
-0.2% -$20.2K 1.55% 11
2023
Q3 		$11.1M Buy
180,759
+350
+0.2% +$22.3K 1.57% 11
2023
Q2 		$11.5M Buy
180,409
+3,728
+2% +$231K 1.55% 11
2023
Q1 		$10.9M Buy
176,681
+4,650
+3% +$289K 1.6% 10
2022
Q4 		$10.7M Buy
172,031
+5,858
+4% +$358K 1.68% 10
2022
Q3 		$9.31M Buy
166,173
+8,269
+5% +$501K 1.53% 11
2022
Q2 		$9.37M Buy
+157,904
New +$9.93M 1.21% 21

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Main Street Financial Solutions's DLN Position: Q2 2026 in Review

Main Street Financial Solutions increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.4% in Q2 2026, buying an estimated $255K and bringing the position to 192,864 shares worth $18.6M. The position accounts for 1.19% of the portfolio, ranked #14.

Main Street Financial Solutions first reported a position in DLN in Q2 2022 and has held it in 17 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Main Street Financial Solutions held 192,864 shares of WisdomTree US LargeCap Dividend Fund worth $18.6M as of Q2 2026.
  • Main Street Financial Solutions bought 2,698 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $255K.
  • WisdomTree US LargeCap Dividend Fund made up 1.19% of Main Street Financial Solutions's portfolio in Q2 2026, its #14 holding.
  • Main Street Financial Solutions first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.