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Newbridge Financial Services Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Newbridge Financial Services Group’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 		$818K Sell
8,495
-641
-7% -$60.6K 0.1% 138
2026
Q1 		$816K Sell
9,136
-66
-0.7% -$6K 0.13% 122
2025
Q4 		$811K Sell
9,202
-749
-8% -$65.4K 0.13% 123
2025
Q3 		$866K Sell
9,951
-81
-0.8% -$6.86K 0.13% 125
2025
Q2 		$824K Buy
10,032
+151
+2% +$11.8K 0.13% 125
2025
Q1 		$784K Sell
9,881
-151
-2% -$12K 0.19% 97
2024
Q4 		$780K Sell
10,032
-1,495
-13% -$119K 0.2% 86
2024
Q3 		$906K Buy
11,527
+1,026
+10% +$77.4K 0.32% 68
2024
Q2 		$764K Sell
10,501
-118
-1% -$8.4K 0.28% 67
2024
Q1 		$767K Sell
10,619
-186
-2% -$12.8K 0.33% 68
2023
Q4 		$717K Sell
10,805
-1,584
-13% -$99.5K 0.35% 67
2023
Q3 		$762K Sell
12,389
-51
-0.4% -$3.25K 0.38% 49
2023
Q2 		$791K Sell
12,440
-1,304
-9% -$80.9K 0.39% 44
2023
Q1 		$850K Sell
13,744
-108
-0.8% -$6.7K 0.45% 42
2022
Q4 		$858K Sell
13,852
-653
-5% -$39.9K 0.5% 39
2022
Q3 		$802K Sell
14,505
-114
-0.8% -$6.91K 0.47% 37
2022
Q2 		$864K Sell
14,619
-195
-1% -$12.3K 0.54% 33
2022
Q1 		$974K Sell
14,814
-554
-4% -$35.9K 0.48% 37
2021
Q4 		$1.01M Sell
15,368
-86
-0.6% -$5.44K 0.48% 36
2021
Q3 		$922K Sell
15,454
-1,436
-9% -$88.5K 0.58% 34
2021
Q2 		$1.02M Sell
16,890
-548
-3% -$32.7K 0.62% 24
2021
Q1 		$1M Sell
17,438
-860
-5% -$47.3K 0.74% 17
2020
Q4 		$984K Sell
18,298
-582
-3% -$29.8K 0.81% 14
2020
Q3 		$916K Buy
+18,880
New +$917K 0.9% 14

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

Newbridge Financial Services Group's DLN Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7% in Q2 2026, selling an estimated $60.6K and leaving 8,495 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #138.

Newbridge Financial Services Group first reported a position in DLN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q2 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Newbridge Financial Services Group held 8,495 shares of WisdomTree US LargeCap Dividend Fund worth $818K as of Q2 2026.
  • Newbridge Financial Services Group sold 641 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $60.6K.
  • WisdomTree US LargeCap Dividend Fund made up 0.1% of Newbridge Financial Services Group's portfolio in Q2 2026, its #138 holding.
  • Newbridge Financial Services Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's WisdomTree US LargeCap Dividend Fund position peaked at $1.02M in Q2 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.