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

Perfromance Wealth 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	$424K	Hold	4,400	–	–	0.01%	151
2026 Q1	$393K	Sell	4,400 -350	-7%	-$31.8K	0.01%	144
2025 Q4	$418K	Hold	4,750	–	–	0.01%	140
2025 Q3	$413K	Hold	4,750	–	–	0.01%	139
2025 Q2	$390K	Buy	4,750 +1,925	+68%	+$150K	0.01%	132
2025 Q1	$224K	Hold	2,825	–	–	0.01%	157
2024 Q4	$220K	Sell	2,825 -115	-4%	-$9.17K	0.01%	170
2024 Q3	$231K	Hold	2,940	–	–	0.01%	172
2024 Q2	$214K	Hold	2,940	–	–	0.01%	152
2024 Q1	$212K	Buy	+2,940	New	+$202K	0.01%	149
2022 Q2	–	Sell	-3,220	Closed	-$212K	–	171
2022 Q1	$212K	Hold	3,220	–	–	0.01%	166
2021 Q4	$213K	Buy	+3,220	New	+$204K	0.01%	170

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

Perfromance Wealth Partners's DLN Position: Q2 2026 in Review

Perfromance Wealth Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 4,400 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #151.

Perfromance Wealth Partners first reported a position in DLN in Q4 2021 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Perfromance Wealth Partners held 4,400 shares of WisdomTree US LargeCap Dividend Fund worth $424K as of Q2 2026.
Perfromance Wealth Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #151 holding.
Perfromance Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 12 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.