St. Clair Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

St. Clair Advisors’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	$1.41M	Sell	14,602 -1,062	-7%	-$100K	0.36%	39
2026 Q1	$1.4M	Sell	15,664 -50	-0.3%	-$4.54K	0.37%	43
2025 Q4	$1.38M	Hold	15,714	–	–	0.36%	40
2025 Q3	$1.37M	Hold	15,714	–	–	0.36%	39
2025 Q2	$1.29M	Hold	15,714	–	–	0.34%	40
2025 Q1	$1.25M	Sell	15,714 -125	-0.8%	-$9.97K	0.35%	41
2024 Q4	$1.23M	Hold	15,839	–	–	0.35%	43
2024 Q3	$1.24M	Hold	15,839	–	–	0.35%	40
2024 Q2	$1.15M	Hold	15,839	–	–	0.37%	39
2024 Q1	$1.14M	Sell	15,839 -75	-0.5%	-$5.15K	0.37%	40
2023 Q4	$1.06M	Hold	15,914	–	–	0.36%	42
2023 Q3	$979K	Sell	15,914 -750	-5%	-$47.9K	0.39%	37
2023 Q2	$1.06M	Hold	16,664	–	–	0.41%	40
2023 Q1	$1.03M	Sell	16,664 -1,800	-10%	-$112K	0.45%	36
2022 Q4	$1.14M	Sell	18,464 -2,448	-12%	-$149K	0.72%	23
2022 Q3	$1.16M	Sell	20,912 -1,200	-5%	-$72.8K	0.92%	16
2022 Q2	$1.31M	Hold	22,112	–	–	1.06%	15
2022 Q1	$1.45M	Hold	22,112	–	–	0.99%	14
2021 Q4	$1.46M	Hold	22,112	–	–	0.84%	18
2021 Q3	$1.32M	Buy	+22,112	New	+$1.36M	0.91%	16

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

St. Clair Advisors's DLN Position: Q2 2026 in Review

St. Clair Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 6.8% in Q2 2026, selling an estimated $100K and leaving 14,602 shares worth $1.41M. The position accounts for 0.36% of the portfolio, ranked #39.

St. Clair Advisors first reported a position in DLN in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2021. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

St. Clair Advisors held 14,602 shares of WisdomTree US LargeCap Dividend Fund worth $1.41M as of Q2 2026.
St. Clair Advisors sold 1,062 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $100K.
WisdomTree US LargeCap Dividend Fund made up 0.36% of St. Clair Advisors's portfolio in Q2 2026, its #39 holding.
St. Clair Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2021 and has held it in 20 quarters since.
St. Clair Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $1.46M in Q4 2021.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.