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Summit Financial’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Summit Financial’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 		$696K Sell
7,226
-1,477
-17% -$140K 0.01% 974
2026
Q1 		$777K Sell
8,703
-2
-0% -$182 0.01% 864
2025
Q4 		$767K Buy
8,705
+1
+0% +$87 0.01% 749
2025
Q3 		$758K Sell
8,704
-426
-5% -$36K 0.01% 738
2025
Q2 		$750K Buy
+9,130
New +$713K 0.02% 475

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Summit Financial's DLN Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 17% in Q2 2026, selling an estimated $140K and leaving 7,226 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #974.

Summit Financial first reported a position in DLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $777K in Q1 2026. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Summit Financial held 7,226 shares of WisdomTree US LargeCap Dividend Fund worth $696K as of Q2 2026.
  • Summit Financial sold 1,477 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $140K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #974 holding.
  • Summit Financial first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Summit Financial's WisdomTree US LargeCap Dividend Fund position peaked at $777K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.