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DLNDLN
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE US LARGECAP DIVID

Steward Partners Investment Advisory, LLC holds 193,388 shares of DLN (WISDOMTREE US LARGECAP DIVID), worth $18.6M as of 2026-Q2. The position was increased (+1.1% shares). DLN represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$18.6M

Current Shares

193,388

Total Value Change

+$3.4M

Total Shares Change

-888

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
193,388
+1.1%
$18.6M0.1%$96.22
29
2026-Q1
Increased
191,208
+0.4%
$17.1M0.1%$88.81
28
2025-Q4
Decreased
190,522
-0.2%
$16.8M0.1%$87.21
0
2025-Q3
Decreased
190,886
-0.3%
$16.6M0.1%$85.70
0
2025-Q2
Decreased
191,467
-0.2%
$15.7M0.1%$80.50
0
2025-Q1
Decreased
191,871
-1.3%
$15.2M0.1%$77.34
0
2024-Q4
Increased
194,406
+0.1%
$15.1M0.1%$75.48
33
2024-Q3
Increased
194,276
+0.1%
$15.3M0.1%$75.82
34

Other major holders of DLN: LPL Financial LLC, Focus Partners Wealth, PNC FINANCIAL SERVICES GROUP, INC.

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