Post Resch Tallon Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Post Resch Tallon Group’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	$682K	Sell	7,085 -180	-2%	-$17K	0.47%	43
2026 Q1	$651K	Buy	7,265 +100	+1%	+$9.09K	0.53%	44
2025 Q4	$631K	Sell	7,165 -60	-0.8%	-$5.24K	0.53%	40
2025 Q3	$629K	Sell	7,225 -250	-3%	-$21.2K	0.56%	40
2025 Q2	$614K	Sell	7,475 -200	-3%	-$15.6K	0.59%	40
2025 Q1	$605K	Hold	7,675	–	–	0.62%	39
2024 Q4	$596K	Buy	+7,675	New	+$612K	0.57%	39

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

Post Resch Tallon Group's DLN Position: Q2 2026 in Review

Post Resch Tallon Group reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 2.5% in Q2 2026, selling an estimated $17K and leaving 7,085 shares worth $682K. The position accounts for 0.47% of the portfolio, ranked #43.

Post Resch Tallon Group first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Post Resch Tallon Group held 7,085 shares of WisdomTree US LargeCap Dividend Fund worth $682K as of Q2 2026.
Post Resch Tallon Group sold 180 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $17K.
WisdomTree US LargeCap Dividend Fund made up 0.47% of Post Resch Tallon Group's portfolio in Q2 2026, its #43 holding.
Post Resch Tallon Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.