Platform Technology Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Platform Technology 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	$1.31M	Hold	13,597	–	–	0.21%	99
2026 Q1	$1.21M	Hold	13,597	–	–	0.23%	99
2025 Q4	$1.2M	Hold	13,597	–	–	0.26%	94
2025 Q3	$1.18M	Hold	13,597	–	–	0.28%	84
2025 Q2	$1.12M	Hold	13,597	–	–	0.29%	88
2025 Q1	$1.08M	Hold	13,597	–	–	0.31%	85
2024 Q4	$1.06M	Sell	13,597 -3,399	-20%	-$271K	0.32%	81
2024 Q3	$1.34M	Hold	16,996	–	–	0.42%	67
2024 Q2	$1.24M	Buy	+16,996	New	+$1.21M	0.43%	65
2023 Q4	$1.16M	Hold	16,996	–	–	0.45%	66
2023 Q3	$1.05M	Hold	16,996	–	–	0.49%	63
2023 Q2	$1.08M	Hold	16,996	–	–	0.51%	64
2023 Q1	$1.05M	Hold	16,996	–	–	0.52%	61
2022 Q4	$1.05M	Hold	16,996	–	–	0.54%	61
2022 Q3	$939K	Hold	16,996	–	–	0.54%	58
2022 Q2	$1M	Hold	16,996	–	–	0.55%	54
2022 Q1	$1.12M	Hold	16,996	–	–	0.54%	51
2021 Q4	$1.12M	Hold	16,996	–	–	0.49%	53
2021 Q3	$1.01M	Hold	16,996	–	–	0.46%	60
2021 Q2	$1.02M	Buy	+16,996	New	+$1.01M	0.42%	66
2020 Q4	$995K	Sell	18,508 -134	-0.7%	-$6.86K	0.49%	54
2020 Q3	$905K	Buy	18,642 +560	+3%	+$27.2K	0.55%	47
2020 Q2	$840K	Buy	18,082 +498	+3%	+$22.4K	0.59%	42
2020 Q1	$712K	Buy	+17,584	New	+$861K	0.65%	40

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

Platform Technology Partners's DLN Position: Q2 2026 in Review

Platform Technology Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 13,597 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #99.

Platform Technology Partners first reported a position in DLN in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Platform Technology Partners held 13,597 shares of WisdomTree US LargeCap Dividend Fund worth $1.31M as of Q2 2026.
Platform Technology Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.21% of Platform Technology Partners's portfolio in Q2 2026, its #99 holding.
Platform Technology Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2020 and has held it in 24 quarters since.
Platform Technology Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.34M in Q3 2024.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.