TWP
DLN icon

TFO Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

TFO Wealth Partners’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 		– Sell
-2,716
Closed -$243K – 67
2026
Q1 		$243K Buy
+2,716
New +$247K 0.03% 64

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

TFO Wealth Partners's DLN Position: Q2 2026 in Review

TFO Wealth Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2026, closing a stake of 2,716 shares — an estimated $243K sold.

TFO Wealth Partners first reported a position in DLN in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • TFO Wealth Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • TFO Wealth Partners sold 2,716 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $243K.
  • TFO Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • TFO Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $243K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.