WealthPlan Investment Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

WealthPlan Investment Management’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	$2.02M	Buy	21,014 +5,922	+39%	+$560K	0.1%	164
2026 Q1	$1.35M	Buy	15,092 +7,627	+102%	+$693K	0.08%	186
2025 Q4	$658K	Buy	7,465 +3,730	+100%	+$326K	0.04%	227
2025 Q3	$325K	Buy	+3,735	New	+$316K	0.02%	270
2023 Q2	–	Sell	-1,466	Closed	-$90.7K	–	396
2023 Q1	$90.7K	Buy	+1,466	New	+$91K	0.02%	205

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

WealthPlan Investment Management's DLN Position: Q2 2026 in Review

WealthPlan Investment Management increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 39% in Q2 2026, buying an estimated $560K and bringing the position to 21,014 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #164.

WealthPlan Investment Management first reported a position in DLN in Q1 2023 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

WealthPlan Investment Management held 21,014 shares of WisdomTree US LargeCap Dividend Fund worth $2.02M as of Q2 2026.
WealthPlan Investment Management bought 5,922 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $560K.
WisdomTree US LargeCap Dividend Fund made up 0.1% of WealthPlan Investment Management's portfolio in Q2 2026, its #164 holding.
WealthPlan Investment Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2023 and has held it in 5 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.