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Plante Moran Financial Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Plante Moran Financial 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 		$27K Hold
280
– – ﹤0.01% 431
2026
Q1 		$25K Hold
280
– – ﹤0.01% 406
2025
Q4 		$24.7K Hold
280
– – ﹤0.01% 419
2025
Q3 		$24.4K Sell
280
-1,236
-82% -$105K ﹤0.01% 440
2025
Q2 		$125K Buy
1,516
+1,236
+441% +$96.5K 0.01% 210
2025
Q1 		$22.2K Buy
+280
New +$22.3K ﹤0.01% 472

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Plante Moran Financial Advisors's DLN Position: Q2 2026 in Review

Plante Moran Financial Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 280 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Plante Moran Financial Advisors first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $125K in Q2 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Plante Moran Financial Advisors held 280 shares of WisdomTree US LargeCap Dividend Fund worth $27K as of Q2 2026.
  • Plante Moran Financial Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #431 holding.
  • Plante Moran Financial Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $125K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.