Stonebridge Financial Group (Pennsylvania)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$636K	Hold	6,608	–	–	0.05%	156
2026 Q1	$590K	Hold	6,608	–	–	0.05%	153
2025 Q4	$582K	Hold	6,608	–	–	0.05%	150
2025 Q3	$575K	Hold	6,608	–	–	0.05%	147
2025 Q2	$543K	Hold	6,608	–	–	0.05%	145
2025 Q1	$524K	Hold	6,608	–	–	0.06%	148
2024 Q4	$514K	Buy	+6,608	New	+$527K	0.06%	153

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DLN Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 6,608 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #156.

Stonebridge Financial Group (Pennsylvania) first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 6,608 shares of WisdomTree US LargeCap Dividend Fund worth $636K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #156 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.