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Wedbush Securities’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wedbush 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 		$1.25M Buy
13,002
+22
+0.2% +$2.08K 0.03% 415
2026
Q1 		$1.16M Buy
12,980
+772
+6% +$70.2K 0.03% 403
2025
Q4 		$1.07M Buy
12,208
+667
+6% +$58.3K 0.03% 430
2025
Q3 		$1M Sell
11,541
-76
-0.7% -$6.43K 0.03% 426
2025
Q2 		$954K Buy
11,617
+525
+5% +$41K 0.03% 426
2025
Q1 		$880K Hold
11,092
– – 0.03% 423
2024
Q4 		$863K Hold
11,092
– – 0.03% 422
2024
Q3 		$871K Hold
11,092
– – 0.03% 411
2024
Q2 		$807K Hold
11,092
– – 0.03% 439
2024
Q1 		$801K Hold
11,092
– – 0.03% 467
2023
Q4 		$736K Hold
11,092
– – 0.03% 418
2023
Q3 		$682K Hold
11,092
– – 0.03% 418
2023
Q2 		$705K Hold
11,092
– – 0.03% 431
2023
Q1 		$686K Hold
11,092
– – 0.03% 434
2022
Q4 		$687K Hold
11,092
– – 0.04% 409
2022
Q3 		$613K Hold
11,092
– – 0.03% 441
2022
Q2 		$656K Hold
11,092
– – 0.04% 424
2022
Q1 		$729K Hold
11,092
– – 0.03% 442
2021
Q4 		$733K Hold
11,092
– – 0.03% 482
2021
Q3 		$662K Hold
11,092
– – 0.03% 494
2021
Q2 		$667K Hold
11,092
– – 0.03% 509
2021
Q1 		$636K Buy
11,092
+468
+4% +$25.7K 0.04% 488
2020
Q4 		$571K Sell
10,624
-478
-4% -$24.5K 0.05% 415
2020
Q3 		$539K Sell
11,102
-242
-2% -$11.8K 0.05% 403
2020
Q2 		$527K Hold
11,344
– – 0.05% 409
2020
Q1 		$459K Sell
11,344
-1,446
-11% -$70.8K 0.05% 387
2019
Q4 		$677K Buy
12,790
+20
+0.2% +$1.02K 0.06% 362
2019
Q3 		$633K Sell
12,770
-144
-1% -$7.02K 0.06% 356
2019
Q2 		$626K Buy
12,914
+1,038
+9% +$49.5K 0.06% 352
2019
Q1 		$559K Buy
11,876
+20
+0.2% +$910 0.06% 375
2018
Q4 		$501K Buy
+11,856
New +$537K 0.06% 351

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wedbush Securities's DLN Position: Q2 2026 in Review

Wedbush Securities increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.17% in Q2 2026, buying an estimated $2.08K and bringing the position to 13,002 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #415.

Wedbush Securities first reported a position in DLN in Q4 2018 and has held it in 31 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Wedbush Securities held 13,002 shares of WisdomTree US LargeCap Dividend Fund worth $1.25M as of Q2 2026.
  • Wedbush Securities bought 22 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $2.08K.
  • WisdomTree US LargeCap Dividend Fund made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #415 holding.
  • Wedbush Securities first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.