Mesirow Financial Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mesirow Financial Investment 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	$906K	Sell	9,402 -19	-0.2%	-$1.79K	0.01%	285
2026 Q1	$842K	Buy	9,421 +19	+0.2%	+$1.73K	0.01%	288
2025 Q4	$828K	Sell	9,402 -2,428	-21%	-$212K	0.02%	262
2025 Q3	$1.03M	Buy	11,830 +19	+0.2%	+$1.61K	0.02%	263
2025 Q2	$970K	Sell	11,811 -11,811	-50%	-$923K	0.02%	266
2025 Q1	$1.87M	Buy	23,622 +11,811	+100%	+$942K	0.04%	198
2024 Q4	$919K	Sell	11,811 -12,071	-51%	-$963K	0.02%	275
2024 Q3	$1.88M	Buy	23,882 +11,942	+100%	+$901K	0.04%	203
2024 Q2	$869K	Sell	11,940 -198	-2%	-$14.1K	0.02%	263
2024 Q1	$876K	Buy	12,138 +1,414	+13%	+$97.1K	0.02%	270
2023 Q4	$712K	Buy	+10,724	New	+$674K	0.03%	258

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

Mesirow Financial Investment Management's DLN Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.2% in Q2 2026, selling an estimated $1.79K and leaving 9,402 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #285.

Mesirow Financial Investment Management first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Mesirow Financial Investment Management held 9,402 shares of WisdomTree US LargeCap Dividend Fund worth $906K as of Q2 2026.
Mesirow Financial Investment Management sold 19 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.79K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #285 holding.
Mesirow Financial Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's WisdomTree US LargeCap Dividend Fund position peaked at $1.88M in Q3 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.