SPC
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Sigma Planning Corp’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Sigma Planning Corp’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 		$5.23M Sell
54,264
-39
-0.1% -$3.69K 0.13% 165
2026
Q1 		$4.85M Sell
54,303
-653
-1% -$59.4K 0.13% 158
2025
Q4 		$4.84M Buy
54,956
+119
+0.2% +$10.4K 0.13% 153
2025
Q3 		$4.77M Sell
54,837
-1,872
-3% -$158K 0.14% 148
2025
Q2 		$4.66M Buy
56,709
+3,216
+6% +$251K 0.14% 147
2025
Q1 		$4.25M Sell
53,493
-733
-1% -$58.5K 0.14% 153
2024
Q4 		$4.22M Buy
54,226
+886
+2% +$70.6K 0.13% 161
2024
Q3 		$4.19M Buy
53,340
+62
+0.1% +$4.68K 0.13% 161
2024
Q2 		$3.88M Buy
53,278
+3,468
+7% +$247K 0.12% 163
2024
Q1 		$3.6M Buy
49,810
+32,153
+182% +$2.21M 0.11% 190
2023
Q4 		$1.17M Sell
17,657
-22,953
-57% -$1.44M 0.09% 240
2023
Q3 		$2.5M Sell
40,610
-326
-0.8% -$20.8K 0.09% 230
2023
Q2 		$2.6M Sell
40,936
-9,696
-19% -$602K 0.09% 233
2023
Q1 		$3.13M Buy
50,632
+440
+0.9% +$27.3K 0.1% 200
2022
Q4 		$3.11M Sell
50,192
-1,078
-2% -$65.8K 0.11% 194
2022
Q3 		$2.83M Buy
51,270
+464
+0.9% +$28.1K 0.11% 195
2022
Q2 		$3M Sell
50,806
-3,588
-7% -$226K 0.1% 202
2022
Q1 		$3.58M Buy
54,394
+167
+0.3% +$10.8K 0.11% 194
2021
Q4 		$3.58M Sell
54,227
-7,401
-12% -$468K 0.1% 216
2021
Q3 		$3.68M Buy
61,628
+6
+0% +$370 0.11% 199
2021
Q2 		$3.71M Buy
61,622
+13,796
+29% +$823K 0.11% 210
2021
Q1 		$2.74M Buy
47,826
+6,188
+15% +$340K 0.09% 253
2020
Q4 		$2.24M Buy
41,638
+17,770
+74% +$910K 0.08% 263
2020
Q3 		$1.16M Buy
23,868
+10,352
+77% +$503K 0.05% 365
2020
Q2 		$628K Sell
13,516
-11,004
-45% -$495K 0.03% 510
2020
Q1 		$992K Sell
24,520
-14,682
-37% -$719K 0.06% 321
2019
Q4 		$2.08M Buy
39,202
+19,610
+100% +$999K 0.09% 232
2019
Q3 		$971K Buy
+19,592
New +$955K 0.05% 375

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

Sigma Planning Corp's DLN Position: Q2 2026 in Review

Sigma Planning Corp reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.07% in Q2 2026, selling an estimated $3.69K and leaving 54,264 shares worth $5.23M. The position accounts for 0.13% of the portfolio, ranked #165.

Sigma Planning Corp first reported a position in DLN in Q3 2019 and has held it in 28 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Sigma Planning Corp held 54,264 shares of WisdomTree US LargeCap Dividend Fund worth $5.23M as of Q2 2026.
  • Sigma Planning Corp sold 39 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $3.69K.
  • WisdomTree US LargeCap Dividend Fund made up 0.13% of Sigma Planning Corp's portfolio in Q2 2026, its #165 holding.
  • Sigma Planning Corp first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2019 and has held it in 28 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.