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PlanVest Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

PlanVest Financial’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 		$25.6K Hold
266
– – 0.02% 307
2026
Q1 		$23.8K Buy
+266
New +$24.2K 0.02% 302

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

PlanVest Financial's DLN Position: Q2 2026 in Review

PlanVest Financial held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 266 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #307.

PlanVest Financial first reported a position in DLN in Q1 2026 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • PlanVest Financial held 266 shares of WisdomTree US LargeCap Dividend Fund worth $25.6K as of Q2 2026.
  • PlanVest Financial left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #307 holding.
  • PlanVest Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.