Modera Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Modera Wealth 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	$378K	Sell	3,927 -2,130	-35%	-$201K	﹤0.01%	505
2026 Q1	$541K	Hold	6,057	–	–	0.01%	421
2025 Q4	$534K	Hold	6,057	–	–	0.01%	442
2025 Q3	$527K	Hold	6,057	–	–	0.01%	449
2025 Q2	$498K	Sell	6,057 -109	-2%	-$8.51K	0.01%	448
2025 Q1	$489K	Hold	6,166	–	–	0.01%	444
2024 Q4	$480K	Sell	6,166 -171	-3%	-$13.6K	0.01%	449
2024 Q3	$498K	Hold	6,337	–	–	0.01%	415
2024 Q2	$461K	Hold	6,337	–	–	0.01%	406
2024 Q1	$457K	Hold	6,337	–	–	0.01%	402
2023 Q4	$421K	Hold	6,337	–	–	0.01%	400
2023 Q3	$390K	Sell	6,337 -7,989	-56%	-$510K	0.01%	397
2023 Q2	$911K	Buy	+14,326	New	+$889K	0.02%	306

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Modera Wealth Management's DLN Position: Q2 2026 in Review

Modera Wealth Management reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 35% in Q2 2026, selling an estimated $201K and leaving 3,927 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Modera Wealth Management first reported a position in DLN in Q2 2023 and has held it in 13 quarters since. The position peaked at $911K in Q2 2023. 310 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Modera Wealth Management held 3,927 shares of WisdomTree US LargeCap Dividend Fund worth $378K as of Q2 2026.
Modera Wealth Management sold 2,130 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $201K.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #505 holding.
Modera Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $911K in Q2 2023.
310 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.