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SBI Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SBI Securities’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 		$311K Sell
3,224
-17
-0.5% -$1.61K 0.01% 532
2026
Q1 		$290K Buy
3,241
+140
+5% +$12.7K 0.01% 532
2025
Q4 		$273K Sell
3,101
-1
-0% -$87 0.01% 537
2025
Q3 		$270K Sell
3,102
-2
-0.1% -$169 0.01% 552
2025
Q2 		$255K Sell
3,104
-94
-3% -$7.34K 0.01% 516
2025
Q1 		$254K Sell
3,198
-270
-8% -$21.5K 0.01% 480
2024
Q4 		$270K Buy
+3,468
New +$277K 0.01% 468

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

SBI Securities's DLN Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.52% in Q2 2026, selling an estimated $1.61K and leaving 3,224 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #532.

SBI Securities first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • SBI Securities held 3,224 shares of WisdomTree US LargeCap Dividend Fund worth $311K as of Q2 2026.
  • SBI Securities sold 17 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.61K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of SBI Securities's portfolio in Q2 2026, its #532 holding.
  • SBI Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.