Sanibel Captiva Trust Company’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sanibel Captiva Trust 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	$440K	Sell	4,565 -425	-9%	-$40.2K	0.01%	350
2026 Q1	$446K	Hold	4,990	–	–	0.01%	322
2025 Q4	$440K	Hold	4,990	–	–	0.01%	312
2025 Q3	$434K	Hold	4,990	–	–	0.01%	311
2025 Q2	$410K	Hold	4,990	–	–	0.01%	310
2025 Q1	$396K	Hold	4,990	–	–	0.01%	302
2024 Q4	$388K	Hold	4,990	–	–	0.01%	306
2024 Q3	$392K	Buy	+4,990	New	+$377K	0.01%	296

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

Sanibel Captiva Trust Company's DLN Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8.5% in Q2 2026, selling an estimated $40.2K and leaving 4,565 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #350.

Sanibel Captiva Trust Company first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $446K in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Sanibel Captiva Trust Company held 4,565 shares of WisdomTree US LargeCap Dividend Fund worth $440K as of Q2 2026.
Sanibel Captiva Trust Company sold 425 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $40.2K.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #350 holding.
Sanibel Captiva Trust Company first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Sanibel Captiva Trust Company's WisdomTree US LargeCap Dividend Fund position peaked at $446K in Q1 2026.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.