Wealthspire Advisors (New York)’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wealthspire Advisors (New York)’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	$3.96M	Sell	41,137 -22	-0.1%	-$2.08K	0.02%	299
2026 Q1	$3.68M	Sell	41,159 -14	-0%	-$1.27K	0.03%	196
2025 Q4	$3.63M	Buy	41,173 +5,880	+17%	+$514K	0.03%	197
2025 Q3	$3.07M	Sell	35,293 -420	-1%	-$35.5K	0.02%	212
2025 Q2	$2.93M	Sell	35,713 -4,982	-12%	-$389K	0.02%	223
2025 Q1	$3.23M	Buy	40,695 +11,663	+40%	+$931K	0.02%	199
2024 Q4	$2.26M	Buy	29,032 +15,627	+117%	+$1.25M	0.02%	231
2024 Q3	$1.05M	Buy	+13,405	New	+$1.01M	0.01%	364

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

Wealthspire Advisors (New York)'s DLN Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.05% in Q2 2026, selling an estimated $2.08K and leaving 41,137 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #299.

Wealthspire Advisors (New York) 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.

Wealthspire Advisors (New York) held 41,137 shares of WisdomTree US LargeCap Dividend Fund worth $3.96M as of Q2 2026.
Wealthspire Advisors (New York) sold 22 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.08K.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #299 holding.
Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.