UBS AM
DLN icon

UBS AM’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

UBS AM’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 		$739K Sell
7,670
-662
-8% -$62.6K ﹤0.01% 2430
2026
Q1 		$744K Buy
8,332
+7,684
+1,186% +$699K ﹤0.01% 2440
2025
Q4 		$57.1K Sell
648
-14,119
-96% -$1.23M ﹤0.01% 2600
2025
Q3 		$1.29M Buy
+14,767
New +$1.25M ﹤0.01% 1925

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

UBS AM's DLN Position: Q2 2026 in Review

UBS AM reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 7.9% in Q2 2026, selling an estimated $62.6K and leaving 7,670 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

UBS AM first reported a position in DLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q3 2025. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • UBS AM held 7,670 shares of WisdomTree US LargeCap Dividend Fund worth $739K as of Q2 2026.
  • UBS AM sold 662 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $62.6K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2430 holding.
  • UBS AM first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • UBS AM's WisdomTree US LargeCap Dividend Fund position peaked at $1.29M in Q3 2025.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.