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Wilmington Savings Fund Society’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wilmington Savings Fund Society’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 		$126K Buy
1,310
+547
+72% +$51.7K ﹤0.01% 691
2026
Q1 		$68.2K Buy
+763
New +$69.4K ﹤0.01% 820
2025
Q3 		– Sell
-18,995
Closed -$1.56M – 1544
2025
Q2 		$1.56M Hold
18,995
– – 0.03% 346
2025
Q1 		$1.51M Sell
18,995
-1,625
-8% -$130K 0.03% 344
2024
Q4 		$1.6M Sell
20,620
-4,000
-16% -$319K 0.03% 340
2024
Q3 		$1.93M Buy
+24,620
New +$1.86M 0.03% 319
2020
Q1 		– Sell
-4,500
Closed -$238K – 358
2019
Q4 		$238K Buy
4,500
+372
+9% +$19K 0.01% 315
2019
Q3 		$204K Sell
4,128
-3,738
-48% -$182K 0.01% 321
2019
Q2 		$381K Sell
7,866
-500
-6% -$23.9K 0.02% 280
2019
Q1 		$394K Sell
8,366
-1,112
-12% -$50.6K 0.02% 280
2018
Q4 		$400K Buy
9,478
+1,374
+17% +$62.2K 0.02% 263
2018
Q3 		$387K Buy
8,104
+718
+10% +$33.7K 0.02% 280
2018
Q2 		$331K Hold
7,386
– – 0.02% 289
2018
Q1 		$327K Sell
7,386
-11,610
-61% -$535K 0.02% 277
2017
Q4 		$875K Buy
18,996
+13,200
+228% +$592K 0.05% 211
2017
Q3 		$252K Sell
5,796
-436
-7% -$18.6K 0.01% 300
2017
Q2 		$262K Buy
+6,232
New +$260K 0.02% 296

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

Wilmington Savings Fund Society's DLN Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 72% in Q2 2026, buying an estimated $51.7K and bringing the position to 1,310 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Wilmington Savings Fund Society first reported a position in DLN in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.93M in Q3 2024. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

  • Wilmington Savings Fund Society held 1,310 shares of WisdomTree US LargeCap Dividend Fund worth $126K as of Q2 2026.
  • Wilmington Savings Fund Society bought 547 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $51.7K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #691 holding.
  • Wilmington Savings Fund Society first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and has held it in 17 quarters since.
  • Wilmington Savings Fund Society's WisdomTree US LargeCap Dividend Fund position peaked at $1.93M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.