UHLMANN PRICE SECURITIES’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

UHLMANN PRICE SECURITIES’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	$2.27M	Buy	23,566 +272	+1%	+$25.7K	0.08%	34
2026 Q1	$2.08M	Buy	23,294 +78	+0.3%	+$7.09K	0.14%	32
2025 Q4	$2.04M	Buy	23,216 +906	+4%	+$79.1K	1.21%	13
2025 Q3	$1.94M	Buy	22,310 +10,807	+94%	+$915K	1.19%	15
2025 Q2	$945K	Sell	11,503 -9,900	-46%	-$773K	0.67%	37
2025 Q1	$1.7M	Buy	21,403 +747	+4%	+$59.6K	1.25%	15
2024 Q4	$1.61M	Buy	20,656 +1,229	+6%	+$98K	1.21%	15
2024 Q3	$1.53M	Buy	+19,427	New	+$1.47M	1.21%	14

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

UHLMANN PRICE SECURITIES's DLN Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 1.2% in Q2 2026, buying an estimated $25.7K and bringing the position to 23,566 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #34.

UHLMANN PRICE SECURITIES first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

UHLMANN PRICE SECURITIES held 23,566 shares of WisdomTree US LargeCap Dividend Fund worth $2.27M as of Q2 2026.
UHLMANN PRICE SECURITIES bought 272 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $25.7K.
WisdomTree US LargeCap Dividend Fund made up 0.08% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #34 holding.
UHLMANN PRICE SECURITIES first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.