Parkside Financial Bank & Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Parkside Financial Bank & Trust’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	$53.3K	Sell	553 -2,577	-82%	-$244K	﹤0.01%	1026
2026 Q1	$280K	Sell	3,130 -675	-18%	-$61.4K	0.02%	372
2025 Q4	$335K	Buy	+3,805	New	+$332K	0.03%	333
2020 Q1	–	Sell	-744	Closed	-$39K	–	1484
2019 Q4	$39K	Hold	744	–	–	0.01%	483
2019 Q3	$37K	Hold	744	–	–	0.01%	467
2019 Q2	$36K	Hold	744	–	–	0.01%	469
2019 Q1	$35K	Hold	744	–	–	0.01%	456
2018 Q4	$31K	Hold	744	–	–	0.01%	458
2018 Q3	$35K	Hold	744	–	–	0.01%	444
2018 Q2	$33K	Hold	744	–	–	0.01%	454
2018 Q1	$33K	Hold	744	–	–	0.01%	432
2017 Q4	$34K	Hold	744	–	–	0.01%	441
2017 Q3	$32K	Hold	744	–	–	0.01%	434
2017 Q2	$31K	Hold	744	–	–	0.01%	431
2017 Q1	$31K	Hold	744	–	–	0.01%	414
2016 Q4	$30K	Hold	744	–	–	0.01%	435
2016 Q3	$29K	Hold	744	–	–	0.01%	492
2016 Q2	$28K	Hold	744	–	–	0.01%	467
2016 Q1	$27K	Buy	+744	New	+$25.8K	0.01%	454

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

Parkside Financial Bank & Trust's DLN Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 82% in Q2 2026, selling an estimated $244K and leaving 553 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Parkside Financial Bank & Trust first reported a position in DLN in Q1 2016 and has held it in 19 quarters since. The position peaked at $335K in Q4 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Parkside Financial Bank & Trust held 553 shares of WisdomTree US LargeCap Dividend Fund worth $53.3K as of Q2 2026.
Parkside Financial Bank & Trust sold 2,577 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $244K.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1026 holding.
Parkside Financial Bank & Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2016 and has held it in 19 quarters since.
Parkside Financial Bank & Trust's WisdomTree US LargeCap Dividend Fund position peaked at $335K in Q4 2025.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.