Marino Stram & Associates’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Marino Stram & Associates’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	$296K	Hold	3,076	–	–	0.05%	163
2026 Q1	$275K	Hold	3,076	–	–	0.05%	161
2025 Q4	$271K	Hold	3,076	–	–	0.05%	159
2025 Q3	$268K	Hold	3,076	–	–	0.05%	163
2025 Q2	$253K	Hold	3,076	–	–	0.05%	157
2025 Q1	$244K	Hold	3,076	–	–	0.05%	147
2024 Q4	$239K	Hold	3,076	–	–	0.05%	155
2024 Q3	$242K	Hold	3,076	–	–	0.05%	155
2024 Q2	$224K	Hold	3,076	–	–	0.05%	154
2024 Q1	$222K	Hold	3,076	–	–	0.05%	162
2023 Q4	$204K	Buy	+3,076	New	+$193K	0.05%	163

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

Marino Stram & Associates's DLN Position: Q2 2026 in Review

Marino Stram & Associates held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,076 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #163.

Marino Stram & Associates first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Marino Stram & Associates held 3,076 shares of WisdomTree US LargeCap Dividend Fund worth $296K as of Q2 2026.
Marino Stram & Associates left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #163 holding.
Marino Stram & Associates first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.