Back to FW Focus Partners Wealth

DLN

11 quarters

Position history for FWFocus Partners Wealth's holdings in WISDOMTREE TR

Yes. Focus Partners Wealth holds 2,612,755 shares of DLN, worth $251.7M, as of its Q2 2026 13F filing. It increased the position by 24,520 shares (+1.0%) from Q1 2026. Focus Partners Wealth has held DLN in every 13F on record since Q4 2023, 11 quarterly filings. DLN is 0.3% of Focus Partners Wealth's reported 13F 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%$95.79
37
2026-Q1
Increased
2.6M
+0.3%
$231.2M0.3%$88.42
37
2025-Q4
Increased
2.6M
+4.7%
$227.2M0.3%$86.82
38
2025-Q3
Increased
2.5M
+2.1%
$214.3M0.3%$85.33
37
2025-Q2
Increased
2.4M
+1.7%
$198.1M0.4%$80.14
37
2025-Q1
Increased
2.4M
+0.9%
$188.2M0.5%$77.00
37
2024-Q4
Increased
2.4M
+119x
$182.9M0.5%$75.15
59
2024-Q3
Decreased
19,630
-99.1%
$1.5M0.0%$75.49
0
2024-Q2
Increased
2.2M
+0.5%
$160.1M0.5%$69.54
43
2024-Q1
Increased
2.2M
+152x
$158.2M1.3%$68.60
77
2023-Q4
First report
14,289
-
$949,0000.0%$62.80
0

Other major holders of DLN: LPL Financial LLC, PNC Financial Services Group, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used