&Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

&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	$3.98M	Buy	41,294 +3,042	+8%	+$287K	0.02%	687
2026 Q1	$3.42M	Buy	38,252 +9,930	+35%	+$903K	0.02%	671
2025 Q4	$2.49M	Buy	28,322 +2,676	+10%	+$234K	0.01%	759
2025 Q3	$2.23M	Sell	25,646 -2,505	-9%	-$212K	0.01%	710
2025 Q2	$2.31M	Buy	28,151 +10,954	+64%	+$856K	0.02%	610
2025 Q1	$1.35M	Buy	17,197 +1,982	+13%	+$158K	0.01%	706
2024 Q4	$1.19M	Buy	15,215 +726	+5%	+$57.9K	0.01%	696
2024 Q3	$1.14M	Sell	14,489 -1,341	-8%	-$101K	0.02%	528
2024 Q2	$1.15M	Buy	+15,830	New	+$1.13M	0.05%	309

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

&Partners's DLN Position: Q2 2026 in Review

&Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8% in Q2 2026, buying an estimated $287K and bringing the position to 41,294 shares worth $3.98M. The position accounts for 0.02% of the portfolio, ranked #687.

&Partners first reported a position in DLN in Q2 2024 and has held it in 9 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

&Partners held 41,294 shares of WisdomTree US LargeCap Dividend Fund worth $3.98M as of Q2 2026.
&Partners bought 3,042 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $287K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #687 holding.
&Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.