Operose Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Operose Advisors’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	$1.13M	Hold	11,700	–	–	0.22%	58
2026 Q1	$1.05M	Hold	11,700	–	–	0.24%	54
2025 Q4	$1.03M	Hold	11,700	–	–	0.24%	51
2025 Q3	$1.02M	Hold	11,700	–	–	0.25%	52
2025 Q2	$961K	Hold	11,700	–	–	0.27%	50
2025 Q1	$929K	Hold	11,700	–	–	0.31%	47
2024 Q4	$910K	Hold	11,700	–	–	0.31%	44
2024 Q3	$919K	Buy	+11,700	New	+$883K	0.3%	45

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

Operose Advisors's DLN Position: Q2 2026 in Review

Operose Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 11,700 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #58.

Operose Advisors first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Operose Advisors held 11,700 shares of WisdomTree US LargeCap Dividend Fund worth $1.13M as of Q2 2026.
Operose Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.22% of Operose Advisors's portfolio in Q2 2026, its #58 holding.
Operose Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.