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

Tranquility 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 		$1.54M Sell
16,020
-14
-0.1% -$1.32K 0.53% 51
2026
Q1 		$1.43M Buy
16,034
+1,005
+7% +$91.4K 0.54% 48
2025
Q4 		$1.32M Sell
15,029
-189
-1% -$16.5K 0.48% 52
2025
Q3 		$1.32M Sell
15,218
-1,227
-7% -$104K 0.45% 56
2025
Q2 		$1.35M Buy
16,445
+151
+0.9% +$11.8K 0.48% 58
2025
Q1 		$1.29M Buy
16,294
+665
+4% +$53.1K 0.5% 55
2024
Q4 		$1.23M Sell
15,629
-410
-3% -$32.7K 0.46% 57
2024
Q3 		$1.26M Buy
16,039
+74
+0.5% +$5.58K 0.46% 57
2024
Q2 		$1.16M Buy
15,965
+324
+2% +$23.1K 0.45% 56
2024
Q1 		$1.13M Buy
15,641
+40
+0.3% +$2.75K 0.44% 65
2023
Q4 		$1.04M Sell
15,601
-1,655
-10% -$104K 0.43% 66
2023
Q3 		$1.06M Buy
17,256
+1,701
+11% +$109K 0.45% 59
2023
Q2 		$989K Buy
15,555
+713
+5% +$44.2K 0.43% 64
2023
Q1 		$918K Buy
14,842
+628
+4% +$39K 0.44% 65
2022
Q4 		$881K Buy
14,214
+92
+0.7% +$5.62K 0.45% 64
2022
Q3 		$780K Sell
14,122
-615
-4% -$37.3K 0.43% 67
2022
Q2 		$871K Buy
14,737
+1,786
+14% +$112K 0.45% 64
2022
Q1 		$851K Buy
12,951
+1,447
+13% +$93.7K 0.4% 67
2021
Q4 		$760K Buy
11,504
+852
+8% +$53.9K 0.35% 78
2021
Q3 		$635K Sell
10,652
-900
-8% -$55.4K 0.32% 88
2021
Q2 		$695K Hold
11,552
– – 0.39% 79
2021
Q1 		$662K Buy
11,552
+26
+0.2% +$1.43K 0.41% 77
2020
Q4 		$620K Sell
11,526
-2,076
-15% -$106K 0.44% 78
2020
Q3 		$660K Sell
13,602
-102
-0.7% -$4.95K 0.56% 60
2020
Q2 		$636K Sell
13,704
-3,778
-22% -$170K 0.6% 53
2020
Q1 		$707K Sell
17,482
-4,200
-19% -$206K 0.81% 35
2019
Q4 		$1.15M Sell
21,682
-884
-4% -$45K 1.04% 29
2019
Q3 		$1.12M Buy
22,566
+6
+0% +$292 1.18% 25
2019
Q2 		$1.09M Buy
+22,560
New +$1.08M 1.18% 27

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

Tranquility Partners's DLN Position: Q2 2026 in Review

Tranquility Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.09% in Q2 2026, selling an estimated $1.32K and leaving 16,020 shares worth $1.54M. The position accounts for 0.53% of the portfolio, ranked #51.

Tranquility Partners first reported a position in DLN in Q2 2019 and has held it in 29 quarters since. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Tranquility Partners held 16,020 shares of WisdomTree US LargeCap Dividend Fund worth $1.54M as of Q2 2026.
  • Tranquility Partners sold 14 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $1.32K.
  • WisdomTree US LargeCap Dividend Fund made up 0.53% of Tranquility Partners's portfolio in Q2 2026, its #51 holding.
  • Tranquility Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2019 and has held it in 29 quarters since.
  • 479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.