RhumbLine Advisers
DLN icon

RhumbLine Advisers’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

RhumbLine Advisers’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 		– Sell
-11,352
Closed -$1.01M – 4165
2026
Q1 		$1.01M Sell
11,352
-17,126
-60% -$1.56M ﹤0.01% 2191
2025
Q4 		$2.51M Buy
+28,478
New +$2.49M ﹤0.01% 1738

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

RhumbLine Advisers's DLN Position: Q2 2026 in Review

RhumbLine Advisers sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 11,352 shares — an estimated $1.01M sold.

RhumbLine Advisers first reported a position in DLN in Q4 2025 and held it in 2 quarters. The position peaked at $2.51M in Q4 2025. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • RhumbLine Advisers reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • RhumbLine Advisers sold 11,352 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.01M.
  • RhumbLine Advisers first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and held it in 2 quarters.
  • RhumbLine Advisers's WisdomTree US LargeCap Dividend Fund position peaked at $2.51M in Q4 2025.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.