Mosaic Family Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Mosaic Family Wealth Partners’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	$10.6M	Buy	110,430 +43,605	+65%	+$4.12M	0.71%	24
2026 Q1	$5.97M	Buy	66,825 +12,172	+22%	+$1.11M	0.61%	21
2025 Q4	$4.81M	Buy	54,653 +51,868	+1,862%	+$4.53M	0.53%	26
2025 Q3	$242K	Buy	+2,785	New	+$236K	0.03%	203

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

Mosaic Family Wealth Partners's DLN Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 65% in Q2 2026, buying an estimated $4.12M and bringing the position to 110,430 shares worth $10.6M. The position accounts for 0.71% of the portfolio, ranked #24.

Mosaic Family Wealth Partners first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Mosaic Family Wealth Partners held 110,430 shares of WisdomTree US LargeCap Dividend Fund worth $10.6M as of Q2 2026.
Mosaic Family Wealth Partners bought 43,605 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $4.12M.
WisdomTree US LargeCap Dividend Fund made up 0.71% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #24 holding.
Mosaic Family Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.