SJS Investment Consulting’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SJS Investment Consulting’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	$17.5K	Hold	182	–	–	﹤0.01%	843
2026 Q1	$16.3K	Hold	182	–	–	﹤0.01%	713
2025 Q4	$16K	Hold	182	–	–	﹤0.01%	685
2025 Q3	$15.8K	Hold	182	–	–	﹤0.01%	563
2025 Q2	$14.9K	Hold	182	–	–	﹤0.01%	311
2025 Q1	$14.4K	Hold	182	–	–	﹤0.01%	324
2024 Q4	$14.2K	Hold	182	–	–	﹤0.01%	315
2024 Q3	$14.3K	Hold	182	–	–	﹤0.01%	327
2024 Q2	$13.2K	Hold	182	–	–	﹤0.01%	308
2024 Q1	$13.1K	Hold	182	–	–	﹤0.01%	324
2023 Q4	$12.1K	Hold	182	–	–	﹤0.01%	284
2023 Q3	$11.2K	Hold	182	–	–	﹤0.01%	278
2023 Q2	$11.6K	Hold	182	–	–	﹤0.01%	262
2023 Q1	$11.3K	Hold	182	–	–	﹤0.01%	275
2022 Q4	$11.3K	Hold	182	–	–	﹤0.01%	277
2022 Q3	$10K	Buy	+182	New	+$11K	﹤0.01%	288
2022 Q1	$12K	Hold	182	–	–	﹤0.01%	365
2021 Q4	$12K	Buy	+182	New	+$11.5K	﹤0.01%	349

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

SJS Investment Consulting's DLN Position: Q2 2026 in Review

SJS Investment Consulting held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 182 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

SJS Investment Consulting first reported a position in DLN in Q4 2021 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

SJS Investment Consulting held 182 shares of WisdomTree US LargeCap Dividend Fund worth $17.5K as of Q2 2026.
SJS Investment Consulting left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #843 holding.
SJS Investment Consulting first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 18 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.