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

Revolve 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 		$19.1M Buy
198,080
+792
+0.4% +$74.8K 1.98% 12
2026
Q1 		$17.6M Sell
197,288
-14,975
-7% -$1.36M 2.29% 11
2025
Q4 		$18.7M Buy
212,263
+3,434
+2% +$300K 2.2% 13
2025
Q3 		$18.2M Sell
208,829
-4,598
-2% -$389K 2.18% 13
2025
Q2 		$17.5M Sell
213,427
-6,171
-3% -$482K 2.28% 11
2025
Q1 		$17.4M Buy
219,598
+1,100
+0.5% +$87.8K 2.52% 11
2024
Q4 		$17M Sell
218,498
-1,507
-0.7% -$120K 2.46% 10
2024
Q3 		$17.3M Buy
220,005
+2,337
+1% +$176K 2.63% 11
2024
Q2 		$15.8M Sell
217,668
-632
-0.3% -$45K 2.6% 11
2024
Q1 		$15.8M Sell
218,300
-919
-0.4% -$63.1K 2.68% 10
2023
Q4 		$14.6M Sell
219,219
-6,250
-3% -$393K 2.81% 10
2023
Q3 		$13.9M Sell
225,469
-11,530
-5% -$736K 3.19% 8
2023
Q2 		$15.1M Sell
236,999
-122,929
-34% -$7.63M 3.53% 4
2023
Q1 		$22.3M Sell
359,928
-165,817
-32% -$10.3M 5.66% 2
2022
Q4 		$32.6M Sell
525,745
-29,986
-5% -$1.83M 9.32% 1
2022
Q3 		$30.7M Buy
555,731
+8,358
+2% +$507K 10.26% 1
2022
Q2 		$32.4M Buy
547,373
+17,704
+3% +$1.11M 10.62% 1
2022
Q1 		$34.8M Sell
529,669
-7,960
-1% -$515K 10.05% 1
2021
Q4 		$35.5M Buy
+537,629
New +$34M 10.22% 1

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Revolve Wealth Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.4% in Q2 2026, buying an estimated $74.8K and bringing the position to 198,080 shares worth $19.1M. The position accounts for 1.98% of the portfolio, ranked #12.

Revolve Wealth Partners first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.5M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Revolve Wealth Partners held 198,080 shares of WisdomTree US LargeCap Dividend Fund worth $19.1M as of Q2 2026.
  • Revolve Wealth Partners bought 792 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $74.8K.
  • WisdomTree US LargeCap Dividend Fund made up 1.98% of Revolve Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Revolve Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $35.5M in Q4 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.