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

Studio 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	$376K	Buy	3,907 +358	+10%	+$33.8K	0.06%	146
2026 Q1	$317K	Buy	3,549 +275	+8%	+$25K	0.06%	150
2025 Q4	$288K	Buy	3,274 +321	+11%	+$28K	0.05%	154
2025 Q3	$257K	Buy	2,953 +351	+13%	+$29.7K	0.05%	156
2025 Q2	$214K	Buy	+2,602	New	+$203K	0.04%	170

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

Studio Investment Management's DLN Position: Q2 2026 in Review

Studio Investment Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 10% in Q2 2026, buying an estimated $33.8K and bringing the position to 3,907 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #146.

Studio Investment Management first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Studio Investment Management held 3,907 shares of WisdomTree US LargeCap Dividend Fund worth $376K as of Q2 2026.
Studio Investment Management bought 358 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $33.8K.
WisdomTree US LargeCap Dividend Fund made up 0.06% of Studio Investment Management's portfolio in Q2 2026, its #146 holding.
Studio Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.