Rockland Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Rockland Trust’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	$383K	Hold	3,980	–	–	0.02%	252
2026 Q1	$356K	Hold	3,980	–	–	0.01%	257
2025 Q4	$351K	Hold	3,980	–	–	0.01%	250
2025 Q3	$346K	Hold	3,980	–	–	0.01%	248
2025 Q2	$327K	Hold	3,980	–	–	0.02%	211
2025 Q1	$316K	Hold	3,980	–	–	0.02%	217
2024 Q4	$310K	Hold	3,980	–	–	0.02%	230
2024 Q3	$313K	Hold	3,980	–	–	0.02%	233
2024 Q2	$290K	Sell	3,980 -700	-15%	-$49.8K	0.02%	250
2024 Q1	$338K	Hold	4,680	–	–	0.02%	236
2023 Q4	$311K	Sell	4,680 -1,000	-18%	-$62.8K	0.02%	245
2023 Q3	$349K	Hold	5,680	–	–	0.02%	220
2023 Q2	$361K	Hold	5,680	–	–	0.02%	225
2023 Q1	$351K	Buy	+5,680	New	+$353K	0.02%	230

Other funds holding DLN

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

NWP

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Rockland Trust's DLN Position: Q2 2026 in Review

Rockland Trust held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,980 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #252.

Rockland Trust first reported a position in DLN in Q1 2023 and has held it in 14 quarters since. 238 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Rockland Trust held 3,980 shares of WisdomTree US LargeCap Dividend Fund worth $383K as of Q2 2026.
Rockland Trust left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #252 holding.
Rockland Trust first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
238 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.