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

Prospera Financial Services’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	$289K	Hold	3,000	–	–	﹤0.01%	1252
2026 Q1	$268K	Sell	3,000 -448	-13%	-$40.7K	﹤0.01%	1246
2025 Q4	$304K	Sell	3,448 -58	-2%	-$5.07K	0.01%	1148
2025 Q3	$305K	Hold	3,506	–	–	0.01%	1133
2025 Q2	$288K	Hold	3,506	–	–	0.01%	1126
2025 Q1	$278K	Hold	3,506	–	–	0.01%	1017
2024 Q4	$273K	Hold	3,506	–	–	0.01%	964
2024 Q3	$275K	Hold	3,506	–	–	0.01%	952
2024 Q2	$255K	Hold	3,506	–	–	0.01%	980
2024 Q1	$253K	Hold	3,506	–	–	0.01%	962
2023 Q4	$233K	Hold	3,506	–	–	0.01%	950
2023 Q3	$216K	Hold	3,506	–	–	0.01%	926
2023 Q2	$223K	Hold	3,506	–	–	0.01%	916
2023 Q1	$217K	Sell	3,506 -3,120	-47%	-$194K	0.01%	883
2022 Q4	$410K	Buy	+6,626	New	+$404K	0.02%	588
2022 Q3	–	Sell	-2,588	Closed	-$153K	–	1016
2022 Q2	$153K	Sell	2,588 -918	-26%	-$57.7K	0.01%	795
2022 Q1	$230K	Hold	3,506	–	–	0.01%	840
2021 Q4	$232K	Hold	3,506	–	–	0.01%	787
2021 Q3	$209K	Hold	3,506	–	–	0.01%	757
2021 Q2	$211K	Hold	3,506	–	–	0.01%	751
2021 Q1	$201K	Buy	+3,506	New	+$193K	0.01%	719
2020 Q4	–	Sell	-918	Closed	-$45K	–	880
2020 Q3	$45K	Buy	+918	New	+$44.6K	0.02%	655

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

Prospera Financial Services's DLN Position: Q2 2026 in Review

Prospera Financial Services held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,000 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Prospera Financial Services first reported a position in DLN in Q3 2020 and has held it in 22 quarters since. The position peaked at $410K in Q4 2022. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Prospera Financial Services held 3,000 shares of WisdomTree US LargeCap Dividend Fund worth $289K as of Q2 2026.
Prospera Financial Services left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1252 holding.
Prospera Financial Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2020 and has held it in 22 quarters since.
Prospera Financial Services's WisdomTree US LargeCap Dividend Fund position peaked at $410K in Q4 2022.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.