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

Raymond James 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	$61.7M	Buy	640,994 +45,856	+8%	+$4.33M	0.02%	821
2026 Q1	$53.2M	Sell	595,138 -3,248	-0.5%	-$295K	0.02%	820
2025 Q4	$52.7M	Buy	598,386 +18,313	+3%	+$1.6M	0.02%	796
2025 Q3	$50.5M	Buy	580,073 +1,766	+0.3%	+$149K	0.02%	805
2025 Q2	$47.5M	Buy	578,307 +18,703	+3%	+$1.46M	0.02%	790
2025 Q1	$44.4M	Sell	559,604 -20,038	-3%	-$1.6M	0.02%	785
2024 Q4	$45.1M	Buy	+579,642	New	+$46.2M	0.02%	773

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

Raymond James Financial's DLN Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.7% in Q2 2026, buying an estimated $4.33M and bringing the position to 640,994 shares worth $61.7M. The position accounts for 0.02% of the portfolio, ranked #821.

Raymond James Financial first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Raymond James Financial held 640,994 shares of WisdomTree US LargeCap Dividend Fund worth $61.7M as of Q2 2026.
Raymond James Financial bought 45,856 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $4.33M.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #821 holding.
Raymond James Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.