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

WealthCare Investment 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	$1.68M	Buy	17,457 +613	+4%	+$57.9K	0.41%	68
2026 Q1	$1.51M	Buy	16,844 +475	+3%	+$43.2K	0.42%	65
2025 Q4	$1.45M	Buy	16,369 +238	+1%	+$20.8K	0.42%	66
2025 Q3	$1.4M	Buy	16,131 +221	+1%	+$18.7K	0.46%	66
2025 Q2	$1.33M	Buy	15,910 +1,634	+11%	+$128K	0.48%	62
2025 Q1	$1.05M	Buy	14,276 +5,127	+56%	+$409K	0.44%	59
2024 Q4	$711K	Buy	9,149 +4,751	+108%	+$379K	0.31%	73
2024 Q3	$344K	Buy	+4,398	New	+$332K	0.15%	104

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

WealthCare Investment Partners's DLN Position: Q2 2026 in Review

WealthCare Investment Partners increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 3.6% in Q2 2026, buying an estimated $57.9K and bringing the position to 17,457 shares worth $1.68M. The position accounts for 0.41% of the portfolio, ranked #68.

WealthCare Investment Partners first reported a position in DLN in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

WealthCare Investment Partners held 17,457 shares of WisdomTree US LargeCap Dividend Fund worth $1.68M as of Q2 2026.
WealthCare Investment Partners bought 613 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $57.9K.
WisdomTree US LargeCap Dividend Fund made up 0.41% of WealthCare Investment Partners's portfolio in Q2 2026, its #68 holding.
WealthCare Investment Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

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