Washington Trust Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Washington Trust Advisors’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	$86.7K	Hold	900	–	–	0.01%	311
2026 Q1	$80.4K	Sell	900 -175	-16%	-$15.9K	0.01%	311
2025 Q4	$94.7K	Hold	1,075	–	–	0.01%	290
2025 Q3	$93.6K	Hold	1,075	–	–	0.01%	294
2025 Q2	$88.3K	Sell	1,075 -100	-9%	-$7.81K	0.01%	270
2025 Q1	$93.3K	Sell	1,175 -150	-11%	-$12K	0.01%	258
2024 Q4	$103K	Hold	1,325	–	–	0.01%	258
2024 Q3	$104K	Hold	1,325	–	–	0.01%	257
2024 Q2	$96.4K	Sell	1,325 -200	-13%	-$14.2K	0.01%	255
2024 Q1	$110K	Hold	1,525	–	–	0.01%	242
2023 Q4	$101K	Hold	1,525	–	–	0.01%	243
2023 Q3	$93.8K	Sell	1,525 -100	-6%	-$6.38K	0.01%	245
2023 Q2	$103K	Sell	1,625 -100	-6%	-$6.2K	0.01%	236
2023 Q1	$107K	Sell	1,725 -350	-17%	-$21.7K	0.01%	235
2022 Q4	$129K	Hold	2,075	–	–	0.01%	218
2022 Q3	$115K	Hold	2,075	–	–	0.01%	256
2022 Q2	$123K	Sell	2,075 -35	-2%	-$2.2K	0.01%	262
2022 Q1	$139K	Sell	2,110 -210	-9%	-$13.6K	0.01%	292
2021 Q4	$153K	Buy	+2,320	New	+$147K	0.01%	289

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

Washington Trust Advisors's DLN Position: Q2 2026 in Review

Washington Trust Advisors held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 900 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Washington Trust Advisors first reported a position in DLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $153K in Q4 2021. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Washington Trust Advisors held 900 shares of WisdomTree US LargeCap Dividend Fund worth $86.7K as of Q2 2026.
Washington Trust Advisors left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #311 holding.
Washington Trust Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $153K in Q4 2021.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.