SHIM
DLN icon

Stone House Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stone House Investment 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 		$245K Hold
2,540
– – 0.03% 78
2026
Q1 		$227K Hold
2,540
– – 0.04% 67
2025
Q4 		$224K Buy
+2,540
New +$222K 0.03% 69

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Stone House Investment Management's DLN Position: Q2 2026 in Review

Stone House Investment Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 2,540 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #78.

Stone House Investment Management first reported a position in DLN in Q4 2025 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Stone House Investment Management held 2,540 shares of WisdomTree US LargeCap Dividend Fund worth $245K as of Q2 2026.
  • Stone House Investment Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Stone House Investment Management's portfolio in Q2 2026, its #78 holding.
  • Stone House Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.