Salomon & Ludwin’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Salomon & Ludwin’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	$449K	Sell	4,661 -34	-0.7%	-$3.21K	0.04%	122
2026 Q1	$421K	Sell	4,695 -23	-0.5%	-$2.09K	0.04%	124
2025 Q4	$421K	Hold	4,718	–	–	0.04%	125
2025 Q3	$411K	Sell	4,718 -7	-0.1%	-$592	0.04%	127
2025 Q2	$392K	Hold	4,725	–	–	0.04%	122
2025 Q1	$375K	Hold	4,725	–	–	0.04%	111
2024 Q4	$368K	Sell	4,725 -38	-0.8%	-$3.03K	0.04%	114
2024 Q3	$374K	Hold	4,763	–	–	0.04%	119
2024 Q2	$347K	Sell	4,763 -107	-2%	-$7.61K	0.04%	122
2024 Q1	$352K	Hold	4,870	–	–	0.03%	144
2023 Q4	$299K	Hold	4,870	–	–	0.03%	147
2023 Q3	$299K	Hold	4,870	–	–	0.03%	147
2023 Q2	$310K	Hold	4,870	–	–	0.03%	141
2023 Q1	$301K	Hold	4,870	–	–	0.04%	138
2022 Q4	$302K	Buy	+4,870	New	+$297K	0.04%	137

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

Salomon & Ludwin's DLN Position: Q2 2026 in Review

Salomon & Ludwin reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.72% in Q2 2026, selling an estimated $3.21K and leaving 4,661 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #122.

Salomon & Ludwin first reported a position in DLN in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Salomon & Ludwin held 4,661 shares of WisdomTree US LargeCap Dividend Fund worth $449K as of Q2 2026.
Salomon & Ludwin sold 34 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.21K.
WisdomTree US LargeCap Dividend Fund made up 0.04% of Salomon & Ludwin's portfolio in Q2 2026, its #122 holding.
Salomon & Ludwin first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.