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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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 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. 310 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.
  • 310 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.