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DLNDLN
11 quarters

Position history for FWFocus Partners Wealth's holdings in WISDOMTREE US LARGECAP DIVID

Focus Partners Wealth holds 2.6M shares of DLN (WISDOMTREE US LARGECAP DIVID), worth $251.7M as of 2026-Q2. The position was increased (+0.9% shares). DLN represents 0.3% of Focus Partners Wealth's portfolio.

Current Value

$251.7M

Current Shares

2.6M

Total Value Change

+$250.7M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+0.9%
$251.7M0.3%$96.22
37
2026-Q1
Increased
2.6M
+0.3%
$231.2M0.3%$88.81
37
2025-Q4
Increased
2.6M
+4.7%
$227.2M0.3%$87.21
38
2025-Q3
Increased
2.5M
+2.1%
$214.3M0.3%$85.70
37
2025-Q2
Increased
2.4M
+1.7%
$198.1M0.4%$80.50
37
2025-Q1
Decreased
2.4M
-49.6%
$188.2M0.5%$77.34
0
2024-Q4
Increased
4.7M
+239x
$365.7M0.5%$75.48
60
2024-Q3
Decreased
19,630
-99.1%
$1.5M0.0%$75.82
0
2024-Q2
Increased
2.2M
+0.5%
$160.1M0.5%$69.85
43
2024-Q1
Increased
2.2M
+152x
$158.2M1.3%$68.91
77
2023-Q4
New
14,289
-
$949,0000.0%$63.08
35

Other major holders of DLN: Steward Partners Investment Advisory, LLC, LPL Financial LLC, PNC FINANCIAL SERVICES GROUP, INC.

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