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

Perigon Wealth Management’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	$616K	Buy	6,393 +5	+0.1%	+$472	0.01%	786
2026 Q1	$571K	Hold	6,388	–	–	0.01%	739
2025 Q4	$563K	Hold	6,388	–	–	0.01%	738
2025 Q3	$556K	Hold	6,388	–	–	0.01%	698
2025 Q2	$525K	Sell	6,388 -130	-2%	-$10.2K	0.01%	653
2025 Q1	$517K	Sell	6,518 -62	-0.9%	-$4.95K	0.01%	625
2024 Q4	$519K	Buy	6,580 +1,936	+42%	+$154K	0.01%	630
2024 Q3	$365K	Buy	+4,644	New	+$350K	0.01%	717
2021 Q1	–	Sell	-1,836	Closed	-$99K	–	622
2020 Q4	$99K	Buy	+1,836	New	+$94K	0.01%	541
2018 Q2	–	Sell	-3,036	Closed	-$134K	–	323
2018 Q1	$134K	Hold	3,036	–	–	0.05%	203
2017 Q4	$140K	Hold	3,036	–	–	0.05%	174
2017 Q3	$132K	Hold	3,036	–	–	0.04%	230
2017 Q2	$128K	Hold	3,036	–	–	0.03%	277
2017 Q1	$126K	Hold	3,036	–	–	0.03%	281
2016 Q4	$127K	Hold	3,036	–	–	0.03%	270
2016 Q3	$117K	Buy	+3,036	New	+$117K	0.03%	233

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

Perigon Wealth Management's DLN Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.08% in Q2 2026, buying an estimated $472 and bringing the position to 6,393 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #786.

Perigon Wealth Management first reported a position in DLN in Q3 2016 and has held it in 16 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Perigon Wealth Management held 6,393 shares of WisdomTree US LargeCap Dividend Fund worth $616K as of Q2 2026.
Perigon Wealth Management bought 5 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $472.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #786 holding.
Perigon Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2016 and has held it in 16 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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