NW
DLN icon

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

NewEdge Wealth’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 		$708K Sell
7,350
-400
-5% -$37.8K 0.01% 759
2026
Q1 		$692K Sell
7,750
-300
-4% -$27.3K 0.01% 720
2025
Q4 		$709K Hold
8,050
– – 0.01% 723
2025
Q3 		$695K Hold
8,050
– – 0.01% 655
2025
Q2 		$672K Sell
8,050
-130
-2% -$10.2K 0.01% 623
2025
Q1 		$649K Sell
8,180
-130
-2% -$10.4K 0.01% 570
2024
Q4 		$646K Sell
8,310
-67
-0.8% -$5.34K 0.01% 580
2024
Q3 		$658K Sell
8,377
-400
-5% -$30.2K 0.01% 560
2024
Q2 		$639K Hold
8,777
– – 0.01% 492
2024
Q1 		$608K Buy
8,777
+67
+0.8% +$4.6K 0.01% 520
2023
Q4 		$578K Sell
8,710
-382
-4% -$24K 0.01% 484
2023
Q3 		$559K Sell
9,092
-157
-2% -$10K 0.02% 448
2023
Q2 		$588K Buy
9,249
+3,842
+71% +$238K 0.02% 438
2023
Q1 		$334K Buy
+5,407
New +$336K 0.01% 484

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

NewEdge Wealth's DLN Position: Q2 2026 in Review

NewEdge Wealth reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5.2% in Q2 2026, selling an estimated $37.8K and leaving 7,350 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #759.

NewEdge Wealth first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $709K in Q4 2025. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • NewEdge Wealth held 7,350 shares of WisdomTree US LargeCap Dividend Fund worth $708K as of Q2 2026.
  • NewEdge Wealth sold 400 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $37.8K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #759 holding.
  • NewEdge Wealth first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Wealth's WisdomTree US LargeCap Dividend Fund position peaked at $709K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.