Spire Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Spire Wealth Management’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	$209K	Hold	2,168	–	–	0.01%	770
2026 Q1	$194K	Hold	2,168	–	–	0.01%	781
2025 Q4	$191K	Hold	2,168	–	–	0.01%	804
2025 Q3	$189K	Hold	2,168	–	–	0.01%	796
2025 Q2	$178K	Hold	2,168	–	–	0.01%	797
2025 Q1	$172K	Hold	2,168	–	–	0.01%	859
2024 Q4	$169K	Hold	2,168	–	–	0.01%	871
2024 Q3	$170K	Hold	2,168	–	–	0.01%	774
2024 Q2	$158K	Hold	2,168	–	–	0.01%	772
2024 Q1	$157K	Hold	2,168	–	–	﹤0.01%	849
2023 Q4	$145K	Hold	2,168	–	–	﹤0.01%	874
2023 Q3	$133K	Hold	2,168	–	–	0.01%	842
2023 Q2	$138K	Hold	2,168	–	–	0.01%	857
2023 Q1	$134K	Hold	2,168	–	–	0.01%	869
2022 Q4	$134K	Hold	2,168	–	–	0.01%	650
2022 Q3	$120K	Hold	2,168	–	–	0.01%	649
2022 Q2	$128K	Hold	2,168	–	–	0.01%	935
2022 Q1	$142K	Sell	2,168 -16,996	-89%	-$1.1M	﹤0.01%	1043
2021 Q4	$1.27M	Buy	19,164 +16,996	+784%	+$1.08M	0.03%	402
2021 Q3	$129K	Hold	2,168	–	–	﹤0.01%	1097
2021 Q2	$130K	Sell	2,168 -69,134	-97%	-$4.12M	﹤0.01%	1092
2021 Q1	$4.07M	Buy	+71,302	New	+$3.92M	0.11%	178

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

Spire Wealth Management's DLN Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,168 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #770.

Spire Wealth Management first reported a position in DLN in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.07M in Q1 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Spire Wealth Management held 2,168 shares of WisdomTree US LargeCap Dividend Fund worth $209K as of Q2 2026.
Spire Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #770 holding.
Spire Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $4.07M in Q1 2021.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.