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ShoreHaven Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

ShoreHaven Wealth Partners’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 Sell
3,981
-790
-17% -$74.7K 0.12% 78
2026
Q1 		$426K Sell
4,771
-2,545
-35% -$231K 0.15% 74
2025
Q4 		$644K Hold
7,316
– – 0.23% 65
2025
Q3 		$637K Sell
7,316
-2,564
-26% -$217K 0.24% 61
2025
Q2 		$812K Sell
9,880
-122
-1% -$9.53K 0.33% 54
2025
Q1 		$794K Sell
10,002
-198
-2% -$15.8K 0.38% 47
2024
Q4 		$793K Sell
10,200
-20
-0.2% -$1.59K 0.37% 45
2024
Q3 		$803K Sell
10,220
-900
-8% -$67.9K 0.39% 42
2024
Q2 		$809K Sell
11,120
-1,004
-8% -$71.4K 0.43% 42
2024
Q1 		$875K Sell
12,124
-839
-6% -$57.6K 0.48% 42
2023
Q4 		$860K Sell
12,963
-3,567
-22% -$224K 0.52% 40
2023
Q3 		$1.02M Sell
16,530
-142,657
-90% -$9.1M 0.7% 30
2023
Q2 		$10.1M Sell
159,187
-28,044
-15% -$1.74M 6.77% 3
2023
Q1 		$11.6M Sell
187,231
-42,313
-18% -$2.63M 8.13% 3
2022
Q4 		$14.2M Buy
229,544
+8,596
+4% +$525K 10.02% 2
2022
Q3 		$12.2M Buy
220,948
+33,663
+18% +$2.04M 9.32% 3
2022
Q2 		$11.1M Buy
187,285
+90,325
+93% +$5.68M 7.95% 3
2022
Q1 		$6.37M Sell
96,960
-125,424
-56% -$8.12M 3.36% 8
2021
Q4 		$14.7M Buy
222,384
+684
+0.3% +$43.3K 7.28% 3
2021
Q3 		$13.2M Buy
221,700
+4,700
+2% +$290K 6.89% 3
2021
Q2 		$13.1M Buy
217,000
+27,580
+15% +$1.64M 7.02% 3
2021
Q1 		$10.9M Buy
189,420
+6,658
+4% +$366K 5.88% 2
2020
Q4 		$9.82M Buy
+182,762
New +$9.36M 5.5% 2

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

ShoreHaven Wealth Partners's DLN Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 17% in Q2 2026, selling an estimated $74.7K and leaving 3,981 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #78.

ShoreHaven Wealth Partners first reported a position in DLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.7M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • ShoreHaven Wealth Partners held 3,981 shares of WisdomTree US LargeCap Dividend Fund worth $383K as of Q2 2026.
  • ShoreHaven Wealth Partners sold 790 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $74.7K.
  • WisdomTree US LargeCap Dividend Fund made up 0.12% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #78 holding.
  • ShoreHaven Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $14.7M in Q4 2021.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.