Roble Belko & Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Roble Belko & Company’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	$193K	Hold	2,000	–	–	0.02%	140
2026 Q1	$179K	Hold	2,000	–	–	0.02%	134
2025 Q4	$176K	Hold	2,000	–	–	0.02%	133
2025 Q3	$174K	Hold	2,000	–	–	0.02%	114
2025 Q2	$164K	Hold	2,000	–	–	0.02%	119
2025 Q1	$159K	Hold	2,000	–	–	0.03%	116
2024 Q4	$156K	Hold	2,000	–	–	0.02%	115
2024 Q3	$157K	Hold	2,000	–	–	0.02%	113
2024 Q2	$146K	Hold	2,000	–	–	0.02%	115
2024 Q1	$144K	Hold	2,000	–	–	0.02%	116
2023 Q4	$133K	Buy	+2,000	New	+$126K	0.03%	109

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

Roble Belko & Company's DLN Position: Q2 2026 in Review

Roble Belko & Company held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,000 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #140.

Roble Belko & Company first reported a position in DLN in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Roble Belko & Company held 2,000 shares of WisdomTree US LargeCap Dividend Fund worth $193K as of Q2 2026.
Roble Belko & Company left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Roble Belko & Company's portfolio in Q2 2026, its #140 holding.
Roble Belko & Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.