Precedent Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Precedent Wealth 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	$210K	Buy	+2,182	New	+$206K	0.03%	202
2025 Q2	–	Sell	-2,561	Closed	-$203K	–	173
2025 Q1	$203K	Sell	2,561 -822	-24%	-$65.6K	0.06%	153
2024 Q4	$263K	Sell	3,383 -235	-6%	-$18.7K	0.09%	136
2024 Q3	$284K	Sell	3,618 -263	-7%	-$19.8K	0.09%	135
2024 Q2	$282K	Hold	3,881	–	–	0.11%	125
2024 Q1	$280K	Hold	3,881	–	–	0.12%	119
2023 Q4	$258K	Buy	+3,881	New	+$244K	0.13%	119

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

Precedent Wealth Partners's DLN Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026: 2,182 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in DLN as recently as Q1 2025.

Precedent Wealth Partners first reported a position in DLN in Q4 2023 and has held it in 7 quarters since. The position peaked at $284K in Q3 2024. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Precedent Wealth Partners held 2,182 shares of WisdomTree US LargeCap Dividend Fund worth $210K as of Q2 2026.
WisdomTree US LargeCap Dividend Fund was a new Precedent Wealth Partners position in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.03% of Precedent Wealth Partners's portfolio in Q2 2026, its #202 holding.
Precedent Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 7 quarters since.
Precedent Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $284K in Q3 2024.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.