Wick Capital Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wick Capital 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	$316K	Hold	3,281	–	–	0.05%	155
2026 Q1	$293K	Hold	3,281	–	–	0.05%	151
2025 Q4	$289K	Hold	3,281	–	–	0.05%	149
2025 Q3	$286K	Buy	3,281 +1,920	+141%	+$162K	0.07%	98
2025 Q2	$270K	Sell	1,361 -1,920	-59%	-$150K	0.07%	90
2025 Q1	$260K	Buy	+3,281	New	+$262K	0.08%	89

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

Wick Capital Partners's DLN Position: Q2 2026 in Review

Wick Capital Partners held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 3,281 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #155.

Wick Capital Partners first reported a position in DLN in Q1 2025 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Wick Capital Partners held 3,281 shares of WisdomTree US LargeCap Dividend Fund worth $316K as of Q2 2026.
Wick Capital Partners left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up 0.05% of Wick Capital Partners's portfolio in Q2 2026, its #155 holding.
Wick Capital Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
480 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.